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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,684 | $110,094-26.7% | $151,611-46.8% | $68,494+17.8% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | -24.92% | -10.12%-14.8pp | 3.33%-28.3pp | -7.84%-17.1pp |
| Employer contribution / active EE | $2,248 | $4,471-49.7% | $6,166-63.5% | $2,596-13.4% |
| Participant deferral / active EE | $3,233 | $6,527-50.5% | $8,363-61.3% | $4,027-19.7% |
| Admin fee / account holder | $675 | $7,719-91.3% | $11,616-94.2% | $5,403-87.5% |