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 | $73,181 | $217,402-66.3% | $185,823-60.6% | $167,490-56.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.94% | 148.36%-130.4pp | 122.05%-104.1pp | 478.56%-460.6pp |
| Employer contribution / active EE | $6,665 | $5,873+13.5% | $5,167+29.0% | $4,837+37.8% |
| Participant deferral / active EE | $15,785 | $6,356+148.3% | $5,568+183.5% | $6,341+148.9% |
| Admin fee / account holder | $6,813 | $19,811-65.6% | $16,237-58.0% | $12,309-44.7% |