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 | $157,630 | $73,933+113.2% | $96,683+63.0% | $75,163+109.7% |
| Participation rate | 95.9% | 66.4%+29.5pp | 74.3%+21.5pp | 67.2%+28.7pp |
| Annual return | 15.64% | 26.70%-11.1pp | 35.69%-20.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $7,473 | $2,928+155.3% | $3,737+100.0% | $2,670+179.9% |
| Participant deferral / active EE | $4,485 | $3,659+22.6% | $4,878-8.1% | $4,125+8.7% |
| Admin fee / account holder | $2,834 | $5,216-45.7% | $6,730-57.9% | $5,651-49.8% |