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 | $113,109 | $185,822-39.1% | $169,993-33.5% | $139,434-18.9% |
| Participation rate | 91.3% | 87.8%+3.5pp | 87.0%+4.3pp | 80.3%+11.0pp |
| Annual return | 28.65% | 60.50%-31.8pp | 53.37%-24.7pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,675 | $7,590-64.8% | $6,785-60.6% | $4,751-43.7% |
| Participant deferral / active EE | $4,349 | $11,622-62.6% | $10,408-58.2% | $6,710-35.2% |
| Admin fee / account holder | $8,341 | $15,381-45.8% | $12,815-34.9% | $11,403-26.9% |