Filed August 6, 2015
Total covered: 6 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 | $103,766 | $85,006+22.1% | $76,190+36.2% | $145,922-28.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 11.60% | 13.11%-1.5pp | 13.78%-2.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $19,185 | $5,265+264.4% | $4,578+319.0% | $4,660+311.7% |
| Participant deferral / active EE | $9,901 | $6,392+54.9% | $5,474+80.9% | $6,688+48.1% |
| Admin fee / account holder | $9,653 | $5,760+67.6% | $5,123+88.4% | $13,397-27.9% |