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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,580 | $59,839+482.5% | $81,983+325.2% | $79,858+336.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 8.08% | 17.56%-9.5pp | 41.31%-33.2pp | 31.71%-23.6pp |
| Employer contribution / active EE | $28,076 | $1,713+1538.6% | $2,498+1023.9% | $2,471+1036.3% |
| Participant deferral / active EE | $1,323 | $2,695-50.9% | $3,722-64.4% | $3,740-64.6% |
| Admin fee / account holder | $99,051 | $4,287+2210.3% | $5,664+1648.9% | $5,306+1766.7% |