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 | $123,686 | $49,173+151.5% | $121,098+2.1% | $75,163+64.6% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.70% | 55.99%-39.3pp | 985.75%-969.1pp | 160.62%-143.9pp |
| Employer contribution / active EE | $9,302 | $1,546+501.9% | $4,164+123.4% | $2,670+248.4% |
| Participant deferral / active EE | $7,546 | $2,628+187.2% | $4,080+85.0% | $4,125+82.9% |
| Admin fee / account holder | $14,032 | $3,942+256.0% | $5,644+148.6% | $5,651+148.3% |