Filed December 20, 2017
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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,782 | $90,503+181.5% | $78,689+223.8% | $273,961-7.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.78% | 75.60%-70.8pp | 62.18%-57.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $24,435 | $3,176+669.4% | $2,851+757.2% | $4,869+401.9% |
| Participant deferral / active EE | $7,596 | $3,901+94.7% | $3,517+116.0% | $5,287+43.7% |
| Admin fee / account holder | $3,968 | $5,263-24.6% | $4,510-12.0% | $10,132-60.8% |