Filed March 23, 2020
Total covered: 9 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 7-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 | $144,784 | $98,750+46.6% | $149,696-3.3% | $79,858+81.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 37.72% | 27.43%+10.3pp | 276.60%-238.9pp | 31.71%+6.0pp |
| Employer contribution / active EE | $23,188 | $3,216+620.9% | $4,644+399.3% | $2,471+838.5% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,072 | $6,053+0.3% | $9,309-34.8% | $5,306+14.4% |