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 | $108,375 | $71,883+50.8% | $86,677+25.0% | $68,494+58.2% |
| Participation rate | 88.0% | 72.2%+15.8pp | 76.6%+11.4pp | 67.9%+20.1pp |
| Annual return | -15.08% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $1,106 | $2,173-49.1% | $2,836-61.0% | $2,596-57.4% |
| Participant deferral / active EE | $3,551 | $3,779-6.0% | $4,656-23.7% | $4,027-11.8% |
| Admin fee / account holder | $28,170 | $6,112+360.9% | $7,493+275.9% | $5,403+421.4% |