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 | $473,837 | $51,175+825.9% | $70,515+572.0% | $75,163+530.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 16.46% | 30.02%-13.6pp | 32.77%-16.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $37,884 | $1,826+1974.6% | $2,973+1174.1% | $2,670+1319.0% |
| Participant deferral / active EE | $2,078 | $2,849-27.1% | $4,567-54.5% | $4,125-49.6% |
| Admin fee / account holder | $18,232 | $4,091+345.7% | $6,412+184.3% | $5,651+222.6% |