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 | $193,035 | $71,829+168.7% | $69,780+176.6% | $142,382+35.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 14.82% | 31.01%-16.2pp | 26.31%-11.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $10,083 | $4,385+129.9% | $4,168+141.9% | $4,299+134.5% |
| Participant deferral / active EE | $11,320 | $6,819+66.0% | $6,164+83.6% | $6,507+74.0% |
| Admin fee / account holder | $68,610 | $7,818+777.6% | $7,285+841.8% | $12,624+443.5% |