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 | $148,969 | $86,286+72.6% | $111,297+33.8% | $85,850+73.5% |
| Participation rate | 88.0% | 73.3%+14.7pp | 77.3%+10.7pp | 69.3%+18.7pp |
| Annual return | 15.04% | 19.99%-4.9pp | 54.65%-39.6pp | 318.53%-303.5pp |
| Employer contribution / active EE | $844 | $2,043-58.7% | $2,731-69.1% | $2,565-67.1% |
| Participant deferral / active EE | $2,605 | $3,641-28.4% | $4,487-41.9% | $3,952-34.1% |
| Admin fee / account holder | $14,760 | $8,188+80.3% | $7,964+85.3% | $6,260+135.8% |