Filed June 24, 2020
Total covered: 34 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,486 | $171,865-67.1% | $149,718-62.3% | $147,584-61.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.50% | 2113.22%-2101.7pp | 1501.63%-1490.1pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,966 | $6,275-36.8% | $5,445-27.2% | $4,876-18.7% |
| Participant deferral / active EE | $2,070 | $7,271-71.5% | $6,569-68.5% | $5,439-61.9% |
| Admin fee / account holder | $1,467 | $13,799-89.4% | $11,283-87.0% | $10,885-86.5% |