Filed April 17, 2017
Total covered: 5 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 | $103,759 | $148,978-30.4% | $200,582-48.3% | $84,808+22.3% |
| Participation rate | 75.0% | 84.2%-9.2pp | 86.9%-11.9pp | 68.3%+6.7pp |
| Annual return | 19.55% | 28.16%-8.6pp | 42.33%-22.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $2,812 | $4,815-41.6% | $6,419-56.2% | $2,631+6.9% |
| Participant deferral / active EE | $4,805 | $7,142-32.7% | $9,331-48.5% | $4,212+14.1% |
| Admin fee / account holder | $2,304 | $13,977-83.5% | $16,305-85.9% | $7,344-68.6% |