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.
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 | $35,734 | $125,758-71.6% | $169,993-79.0% | $75,163-52.5% |
| Participation rate | 82.9% | 83.6%-0.7pp | 87.0%-4.1pp | 67.2%+15.7pp |
| Annual return | 15.47% | 27.20%-11.7pp | 53.37%-37.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,568 | $4,615-44.4% | $6,785-62.2% | $2,670-3.8% |
| Participant deferral / active EE | $3,318 | $6,837-51.5% | $10,408-68.1% | $4,125-19.6% |
| Admin fee / account holder | $852 | $8,173-89.6% | $12,815-93.4% | $5,651-84.9% |