Filed June 1, 2018
Total covered: 257 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,641 | $109,881-62.1% | $150,045-72.2% | $84,808-50.9% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.40% | 28.25%-9.8pp | 62.55%-44.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $506 | $3,561-85.8% | $4,693-89.2% | $2,631-80.8% |
| Participant deferral / active EE | $2,727 | $6,636-58.9% | $7,997-65.9% | $4,212-35.3% |
| Admin fee / account holder | $1,388 | $8,568-83.8% | $13,435-89.7% | $7,344-81.1% |