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 | $462,696 | $55,706+730.6% | $75,886+509.7% | $72,985+534.0% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 19.08% | 27.59%-8.5pp | 30.76%-11.7pp | 81.00%-61.9pp |
| Employer contribution / active EE | $29,730 | $1,687+1662.7% | $2,500+1089.0% | $2,440+1118.5% |
| Participant deferral / active EE | $1,357 | $2,634-48.5% | $3,603-62.3% | $3,607-62.4% |
| Admin fee / account holder | $6,084 | $3,978+52.9% | $5,418+12.3% | $5,124+18.7% |