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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,809 | $90,348+41.5% | $75,972+68.2% | $145,922-12.4% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.1%+8.2pp | 80.3%-3.0pp |
| Annual return | -83.19% | 620.88%-704.1pp | 359.55%-442.7pp | 561.29%-644.5pp |
| Employer contribution / active EE | $33,357 | $3,311+907.4% | $2,685+1142.4% | $4,660+615.9% |
| Participant deferral / active EE | $1,800 | $5,162-65.1% | $4,255-57.7% | $6,688-73.1% |
| Admin fee / account holder | $30,257 | $8,467+257.4% | $6,467+367.9% | $13,397+125.8% |