Filed January 2, 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 | $36,847 | $202,318-81.8% | $172,739-78.7% | $152,861-75.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.40% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.9pp |
| Employer contribution / active EE | $7,315 | $5,856+24.9% | $5,143+42.2% | $4,762+53.6% |
| Participant deferral / active EE | $16,789 | $5,948+182.3% | $5,198+223.0% | $5,850+187.0% |
| Admin fee / account holder | $3,281 | $17,109-80.8% | $13,954-76.5% | $11,596-71.7% |