Filed May 7, 2020
Total covered: 275 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 5-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 | $61,525 | $77,634-20.8% | $156,549-60.7% | $62,891-2.2% |
| Participation rate | 88.6% | 71.2%+17.4pp | 84.0%+4.6pp | 69.3%+19.3pp |
| Annual return | 5.17% | 50.32%-45.2pp | 32.23%-27.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $1,234 | $3,444-64.2% | $5,501-77.6% | $2,281-45.9% |
| Participant deferral / active EE | $5,231 | $3,045+71.8% | $4,871+7.4% | $3,203+63.3% |
| Admin fee / account holder | $17,300 | $5,561+211.1% | $13,027+32.8% | $4,296+302.8% |