Filed September 4, 2019
Total covered: 5 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 | $110,484 | $89,753+23.1% | $107,525+2.8% | $84,808+30.3% |
| Participation rate | 95.5% | 68.1%+27.4pp | 75.1%+20.4pp | 68.3%+27.1pp |
| Annual return | 18.45% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $2,767 | $3,113-11.1% | $3,754-26.3% | $2,631+5.2% |
| Participant deferral / active EE | $9,704 | $4,056+139.2% | $5,116+89.7% | $4,212+130.4% |
| Admin fee / account holder | $1,366 | $7,222-81.1% | $8,919-84.7% | $7,344-81.4% |