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 | $137,672 | $58,694+134.6% | $142,863-3.6% | $85,850+60.4% |
| Participation rate | 100.0% | 58.5%+41.5pp | 71.9%+28.1pp | 69.3%+30.7pp |
| Annual return | 17.55% | 27.72%-10.2pp | 5637.54%-5620.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $14,912 | $1,423+948.2% | $4,144+259.9% | $2,565+481.4% |
| Participant deferral / active EE | $6,628 | $2,607+154.2% | $3,837+72.7% | $3,952+67.7% |
| Admin fee / account holder | $2,456 | $4,239-42.1% | $6,560-62.6% | $6,260-60.8% |