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.)
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 | $30,956 | $110,094-71.9% | $151,611-79.6% | $68,494-54.8% |
| Participation rate | 73.2% | 84.0%-10.8pp | 87.5%-14.3pp | 67.9%+5.3pp |
| Annual return | -15.68% | -10.12%-5.6pp | 3.33%-19.0pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,095 | $4,471-53.1% | $6,166-66.0% | $2,596-19.3% |
| Participant deferral / active EE | $2,756 | $6,527-57.8% | $8,363-67.0% | $4,027-31.6% |
| Admin fee / account holder | $1,116 | $7,719-85.5% | $11,616-90.4% | $5,403-79.3% |