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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,048 | $118,450-57.7% | $98,439-49.2% | $139,434-64.1% |
| Participation rate | 77.3% | 77.4%-0.2pp | 75.2%+2.1pp | 80.3%-3.0pp |
| Annual return | 14.92% | 18.94%-4.0pp | 21.16%-6.2pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,517 | $3,609-58.0% | $3,048-50.2% | $4,751-68.1% |
| Participant deferral / active EE | $2,591 | $5,392-51.9% | $4,738-45.3% | $6,710-61.4% |
| Admin fee / account holder | $7,904 | $14,026-43.6% | $8,948-11.7% | $11,403-30.7% |