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 | $407,230 | $62,573+550.8% | $85,682+375.3% | $85,850+374.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 12.21% | 23.77%-11.6pp | 21.49%-9.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $33,375 | $1,757+1799.8% | $2,618+1174.7% | $2,565+1201.1% |
| Participant deferral / active EE | $1,719 | $2,802-38.6% | $3,923-56.2% | $3,952-56.5% |
| Admin fee / account holder | $32,199 | $4,640+593.9% | $6,873+368.5% | $6,260+414.4% |