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 | $150,767 | $112,096+34.5% | $95,952+57.1% | $158,922-5.1% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 15.49% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,637 | $3,198-48.8% | $2,541-35.6% | $4,761-65.6% |
| Participant deferral / active EE | $3,688 | $4,784-22.9% | $4,167-11.5% | $5,982-38.4% |
| Admin fee / account holder | $9,233 | $10,130-8.9% | $6,795+35.9% | $11,246-17.9% |