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 | $136,213 | $53,516+154.5% | $126,539+7.6% | $84,808+60.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 13.83% | 58.34%-44.5pp | 425.95%-412.1pp | 40.90%-27.1pp |
| Employer contribution / active EE | $9,592 | $1,535+525.0% | $3,674+161.1% | $2,631+264.6% |
| Participant deferral / active EE | $7,168 | $2,671+168.4% | $4,083+75.6% | $4,212+70.2% |
| Admin fee / account holder | $21,930 | $4,497+387.7% | $6,065+261.6% | $7,344+198.6% |