Filed January 17, 2019
Total covered: 3 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 | $84,274 | $43,723+92.7% | $121,196-30.5% | $64,186+31.3% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.7%+28.3pp | 69.6%+30.4pp |
| Annual return | -1.62% | 68.91%-70.5pp | 16.93%-18.6pp | 7.63%-9.3pp |
| Employer contribution / active EE | $7,902 | $1,296+509.6% | $4,022+96.5% | $2,381+231.9% |
| Participant deferral / active EE | $5,361 | $2,280+135.2% | $3,344+60.3% | $3,470+54.5% |
| Admin fee / account holder | $2,749 | $3,501-21.5% | $5,019-45.2% | $4,888-43.8% |