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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,171 | $110,094-49.9% | $151,611-63.6% | $68,494-19.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -15.42% | -10.12%-5.3pp | 3.33%-18.7pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,149 | $4,471+15.2% | $6,166-16.5% | $2,596+98.3% |
| Participant deferral / active EE | $3,466 | $6,527-46.9% | $8,363-58.6% | $4,027-13.9% |
| Admin fee / account holder | $1,790 | $7,719-76.8% | $11,616-84.6% | $5,403-66.9% |