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 | $137,079 | $51,576+165.8% | $129,207+6.1% | $80,856+69.5% |
| Participation rate | 100.0% | 57.0%+43.0pp | 69.6%+30.4pp | 67.6%+32.4pp |
| Annual return | 14.15% | 20.81%-6.7pp | 9417.33%-9403.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,076 | $1,584+94.2% | $4,153-25.9% | $2,755+11.7% |
| Participant deferral / active EE | $7,528 | $2,669+182.1% | $4,168+80.6% | $4,296+75.2% |
| Admin fee / account holder | $1,105 | $4,305-74.3% | $7,715-85.7% | $6,918-84.0% |