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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,748 | $123,793-50.1% | $177,821-65.3% | $79,858-22.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 9.83% | 22.82%-13.0pp | 48.32%-38.5pp | 31.71%-21.9pp |
| Employer contribution / active EE | $4,435 | $4,095+8.3% | $5,918-25.1% | $2,471+79.5% |
| Participant deferral / active EE | $2,789 | $5,956-53.2% | $7,714-63.9% | $3,740-25.4% |
| Admin fee / account holder | $2,731 | $7,243-62.3% | $12,427-78.0% | $5,306-48.5% |