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 | $183,953 | $81,460+125.8% | $103,333+78.0% | $80,856+127.5% |
| Participation rate | 95.9% | 66.8%+29.0pp | 74.5%+21.4pp | 67.6%+28.3pp |
| Annual return | 12.85% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $6,454 | $3,105+107.9% | $3,868+66.9% | $2,755+134.3% |
| Participant deferral / active EE | $5,706 | $3,869+47.5% | $5,057+12.8% | $4,296+32.8% |
| Admin fee / account holder | $4,276 | $6,566-34.9% | $8,355-48.8% | $6,918-38.2% |