Filed June 22, 2020
Total covered: 4 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 | $36,806 | $81,208-54.7% | $98,907-62.8% | $79,858-53.9% |
| Participation rate | 73.7% | 72.5%+1.2pp | 76.0%-2.3pp | 69.6%+4.1pp |
| Annual return | 9.06% | 60.99%-51.9pp | 196.43%-187.4pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,332 | $1,960-32.0% | $2,689-50.5% | $2,471-46.1% |
| Participant deferral / active EE | $2,247 | $3,265-31.2% | $4,244-47.1% | $3,740-39.9% |
| Admin fee / account holder | $9,830 | $6,013+63.5% | $6,642+48.0% | $5,306+85.3% |