Filed July 1, 2019
Total covered: 2 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 7-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 | $119,196 | $83,477+42.8% | $125,175-4.8% | $72,985+63.3% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 19.28% | 25.78%-6.5pp | 43.79%-24.5pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,635 | $2,345-30.3% | $3,865-57.7% | $2,440-33.0% |
| Participant deferral / active EE | $3,196 | $3,585-10.9% | $4,937-35.3% | $3,607-11.4% |
| Admin fee / account holder | $5,787 | $5,517+4.9% | $9,702-40.4% | $5,124+12.9% |