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 | $73,356 | $125,758-41.7% | $169,993-56.8% | $75,163-2.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.05% | 27.20%-11.1pp | 53.37%-37.3pp | 160.62%-144.6pp |
| Employer contribution / active EE | $4,884 | $4,615+5.8% | $6,785-28.0% | $2,670+82.9% |
| Participant deferral / active EE | $3,158 | $6,837-53.8% | $10,408-69.7% | $4,125-23.4% |
| Admin fee / account holder | $1,765 | $8,173-78.4% | $12,815-86.2% | $5,651-68.8% |