Filed February 12, 2019
Total covered: 6 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 | $154,640 | $81,248+90.3% | $155,509-0.6% | $80,856+91.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.28% | 33.31%-16.0pp | 64.67%-47.4pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,564 | $3,100+15.0% | $4,672-23.7% | $2,755+29.4% |
| Participant deferral / active EE | $6,644 | $3,452+92.5% | $5,626+18.1% | $4,296+54.7% |
| Admin fee / account holder | $3,485 | $7,997-56.4% | $15,912-78.1% | $6,918-49.6% |