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 | $67,210 | $167,307-59.8% | $143,757-53.2% | $134,475-50.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -19.19% | 0.46%-19.7pp | -0.04%-19.1pp | 417.96%-437.2pp |
| Employer contribution / active EE | $4,142 | $5,619-26.3% | $4,951-16.3% | $4,740-12.6% |
| Participant deferral / active EE | $11,834 | $6,446+83.6% | $5,637+109.9% | $6,400+84.9% |
| Admin fee / account holder | $611 | $18,088-96.6% | $14,673-95.8% | $11,426-94.7% |