Filed May 1, 2017
Total covered: 2 employees
Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,138 | $106,749+50.9% | $145,433+10.8% | $82,448+95.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.25% | 27.59%-9.3pp | 66.58%-48.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $7,063 | $3,444+105.1% | $4,554+55.1% | $2,551+176.9% |
| Participant deferral / active EE | $8,306 | $6,519+27.4% | $7,897+5.2% | $4,139+100.7% |
| Admin fee / account holder | $1,898 | $8,390-77.4% | $13,129-85.5% | $7,234-73.8% |