Filed March 31, 2018
Total covered: 4 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,607 | $137,414-73.4% | $189,513-80.7% | $85,850-57.4% |
| Participation rate | 71.4% | 84.6%-13.2pp | 87.8%-16.4pp | 69.3%+2.1pp |
| Annual return | 9.18% | 38.14%-29.0pp | 555.15%-546.0pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,754 | $4,344-59.6% | $6,162-71.5% | $2,565-31.6% |
| Participant deferral / active EE | $2,327 | $6,260-62.8% | $8,221-71.7% | $3,952-41.1% |
| Admin fee / account holder | $1,671 | $8,630-80.6% | $12,045-86.1% | $6,260-73.3% |