Filed July 8, 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 10-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 | $37,008 | $88,672-58.3% | $105,223-64.8% | $82,448-55.1% |
| Participation rate | 75.0% | 67.9%+7.1pp | 75.0%0pp | 68.1%+6.9pp |
| Annual return | 15.72% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,959 | $3,048-35.7% | $3,689-46.9% | $2,551-23.2% |
| Participant deferral / active EE | $3,509 | $4,036-13.1% | $5,072-30.8% | $4,139-15.2% |
| Admin fee / account holder | $1,373 | $7,146-80.8% | $8,859-84.5% | $7,234-81.0% |