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 | $97,535 | $148,978-34.5% | $200,582-51.4% | $84,808+15.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.39% | 28.16%-11.8pp | 42.33%-25.9pp | 40.90%-24.5pp |
| Employer contribution / active EE | $6,356 | $4,815+32.0% | $6,419-1.0% | $2,631+141.6% |
| Participant deferral / active EE | $3,856 | $7,142-46.0% | $9,331-58.7% | $4,212-8.4% |
| Admin fee / account holder | $1,953 | $13,977-86.0% | $16,305-88.0% | $7,344-73.4% |