Filed December 12, 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 | $72,820 | $74,888-2.8% | $71,209+2.3% | $142,382-48.9% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 15.11% | 345.14%-330.0pp | 282.51%-267.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,240 | $2,854-56.6% | $2,721-54.4% | $4,299-71.2% |
| Participant deferral / active EE | $6,020 | $4,454+35.1% | $4,175+44.2% | $6,507-7.5% |
| Admin fee / account holder | $457 | $5,568-91.8% | $5,349-91.5% | $12,624-96.4% |