Filed January 3, 2019
Total covered: 18 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for 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 | $32,638 | $135,952-76.0% | $123,892-73.7% | $273,961-88.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 77.56% | 56.63%+20.9pp | 47.52%+30.0pp | 41.45%+36.1pp |
| Employer contribution / active EE | $5,603 | $5,170+8.4% | $4,617+21.3% | $4,869+15.1% |
| Participant deferral / active EE | $10,340 | $6,343+63.0% | $5,984+72.8% | $5,287+95.6% |
| Admin fee / account holder | $4,180 | $9,817-57.4% | $8,357-50.0% | $10,132-58.7% |