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 | $46,556 | $209,411-77.8% | $178,490-73.9% | $158,922-70.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.06% | 188.75%-173.7pp | 151.07%-136.0pp | 302.83%-287.8pp |
| Employer contribution / active EE | $5,501 | $5,706-3.6% | $5,011+9.8% | $4,761+15.5% |
| Participant deferral / active EE | $12,082 | $5,954+102.9% | $5,202+132.3% | $5,982+102.0% |
| Admin fee / account holder | $7,393 | $17,074-56.7% | $13,984-47.1% | $11,246-34.3% |