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 | $111,629 | $53,777+107.6% | $134,143-16.8% | $79,858+39.8% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.03% | 19.01%-6.0pp | 36.33%-23.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,607 | $1,321+97.3% | $3,704-29.6% | $2,471+5.5% |
| Participant deferral / active EE | $6,200 | $2,420+156.2% | $3,499+77.2% | $3,740+65.8% |
| Admin fee / account holder | $13,475 | $3,984+238.2% | $6,684+101.6% | $5,306+153.9% |