Filed September 29, 2015
Total covered: 2 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 | $76,111 | $123,793-38.5% | $177,821-57.2% | $79,858-4.7% |
| Participation rate | 96.0% | 84.7%+11.3pp | 87.7%+8.3pp | 69.6%+26.4pp |
| Annual return | 25.91% | 22.82%+3.1pp | 48.32%-22.4pp | 31.71%-5.8pp |
| Employer contribution / active EE | $2,357 | $4,095-42.4% | $5,918-60.2% | $2,471-4.6% |
| Participant deferral / active EE | $3,138 | $5,956-47.3% | $7,714-59.3% | $3,740-16.1% |
| Admin fee / account holder | $3,306 | $7,243-54.3% | $12,427-73.4% | $5,306-37.7% |