Filed May 28, 2019
Total covered: 35 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 8-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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,643 | $54,762-16.7% | $90,281-49.4% | $72,985-37.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.59% | 30.63%-6.0pp | 78.10%-53.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $3,364 | $2,092+60.8% | $2,854+17.8% | $2,440+37.9% |
| Participant deferral / active EE | $6,341 | $2,887+119.6% | $3,885+63.2% | $3,607+75.8% |
| Admin fee / account holder | $2,317 | $3,972-41.7% | $5,351-56.7% | $5,124-54.8% |