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 | $48,118 | $77,813-38.2% | $123,544-61.1% | $64,186-25.0% |
| Participation rate | 93.6% | 74.7%+18.9pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | 15.54% | 12.48%+3.1pp | 119.20%-103.7pp | 7.63%+7.9pp |
| Employer contribution / active EE | $3,572 | $3,014+18.5% | $4,628-22.8% | $2,381+50.1% |
| Participant deferral / active EE | $6,628 | $5,240+26.5% | $6,426+3.2% | $3,470+91.0% |
| Admin fee / account holder | $2,006 | $5,519-63.7% | $9,284-78.4% | $4,888-59.0% |