Filed September 16, 2019
Total covered: 12 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 | $157,423 | $100,041+57.4% | $149,718+5.1% | $70,131+124.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 20.48% | 27.43%-6.9pp | 1501.63%-1481.1pp | 73.14%-52.7pp |
| Employer contribution / active EE | $4,320 | $3,662+18.0% | $5,445-20.7% | $2,342+84.4% |
| Participant deferral / active EE | $9,803 | $4,983+96.8% | $6,569+49.2% | $3,332+194.2% |
| Admin fee / account holder | $2,377 | $8,286-71.3% | $11,283-78.9% | $4,645-48.8% |