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 | $395,916 | $48,265+720.3% | $68,791+475.5% | $68,494+478.0% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -8.56% | -12.71%+4.1pp | -6.38%-2.2pp | -7.84%-0.7pp |
| Employer contribution / active EE | $35,017 | $1,829+1814.9% | $2,655+1218.8% | $2,596+1248.7% |
| Participant deferral / active EE | $1,586 | $2,867-44.7% | $3,941-59.8% | $4,027-60.6% |
| Admin fee / account holder | $5,727 | $4,355+31.5% | $4,932+16.1% | $5,403+6.0% |