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 | $133,187 | $80,968+64.5% | $96,544+38.0% | $75,163+77.2% |
| Participation rate | 82.1% | 71.8%+10.4pp | 76.0%+6.2pp | 67.2%+15.0pp |
| Annual return | 18.31% | 27.06%-8.8pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $1,670 | $2,282-26.8% | $2,965-43.7% | $2,670-37.4% |
| Participant deferral / active EE | $5,325 | $3,928+35.6% | $4,851+9.8% | $4,125+29.1% |
| Admin fee / account holder | $3,167 | $6,724-52.9% | $8,252-61.6% | $5,651-44.0% |