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 | $126,115 | $72,277+74.5% | $101,248+24.6% | $79,858+57.9% |
| Participation rate | 89.8% | 68.5%+21.3pp | 75.8%+14.0pp | 69.6%+20.1pp |
| Annual return | 14.30% | 22.30%-8.0pp | 46.47%-32.2pp | 31.71%-17.4pp |
| Employer contribution / active EE | $6,771 | $2,692+151.6% | $3,660+85.0% | $2,471+174.0% |
| Participant deferral / active EE | $3,563 | $3,282+8.6% | $4,370-18.5% | $3,740-4.7% |
| Admin fee / account holder | $5,233 | $4,400+18.9% | $5,945-12.0% | $5,306-1.4% |