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 | $150,867 | $201,272-25.0% | $184,203-18.1% | $145,922+3.4% |
| Participation rate | 90.5% | 87.5%+3.0pp | 86.8%+3.7pp | 80.3%+10.2pp |
| Annual return | 21.25% | 29.00%-7.7pp | 28.81%-7.6pp | 561.29%-540.0pp |
| Employer contribution / active EE | $2,811 | $7,022-60.0% | $6,427-56.3% | $4,660-39.7% |
| Participant deferral / active EE | $4,870 | $9,806-50.3% | $9,131-46.7% | $6,688-27.2% |
| Admin fee / account holder | $1,834 | $16,364-88.8% | $13,901-86.8% | $13,397-86.3% |