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 | $58,485 | $99,341-41.1% | $84,750-31.0% | $273,961-78.7% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 6.83% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,520 | $4,214-63.9% | $3,574-57.5% | $4,869-68.8% |
| Participant deferral / active EE | $6,316 | $4,269+47.9% | $3,712+70.2% | $5,287+19.5% |
| Admin fee / account holder | $2,274 | $6,644-65.8% | $5,332-57.3% | $10,132-77.6% |