Filed November 13, 2015
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 | $108,191 | $89,355+21.1% | $141,162-23.4% | $72,985+48.2% |
| Participation rate | 91.9% | 75.1%+16.7pp | 82.5%+9.4pp | 69.5%+22.4pp |
| Annual return | 20.04% | 111.85%-91.8pp | 71.39%-51.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $5,292 | $3,114+69.9% | $4,735+11.8% | $2,440+116.9% |
| Participant deferral / active EE | $3,614 | $5,418-33.3% | $6,709-46.1% | $3,607+0.2% |
| Admin fee / account holder | $5,127 | $5,958-14.0% | $10,261-50.0% | $5,1240% |