Filed February 24, 2020
Total covered: 20 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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,379 | $49,280+645.5% | $67,313+445.8% | $64,186+472.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.09% | -1.39%-4.7pp | -4.08%-2.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $29,260 | $1,668+1653.7% | $2,566+1040.5% | $2,381+1129.0% |
| Participant deferral / active EE | $1,300 | $2,484-47.7% | $3,568-63.6% | $3,470-62.5% |
| Admin fee / account holder | $64,458 | $3,863+1568.8% | $4,507+1330.3% | $4,888+1218.7% |