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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,208 | $148,978-66.3% | $200,582-75.0% | $84,808-40.8% |
| Participation rate | 78.9% | 84.2%-5.3pp | 86.9%-7.9pp | 68.3%+10.6pp |
| Annual return | 16.00% | 28.16%-12.2pp | 42.33%-26.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,960 | $4,815-38.5% | $6,419-53.9% | $2,631+12.5% |
| Participant deferral / active EE | $4,082 | $7,142-42.8% | $9,331-56.3% | $4,212-3.1% |
| Admin fee / account holder | $2,953 | $13,977-78.9% | $16,305-81.9% | $7,344-59.8% |