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 | $61,238 | $54,350+12.7% | $82,719-26.0% | $68,494-10.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -12.64% | -13.67%+1.0pp | 701.18%-713.8pp | -7.84%-4.8pp |
| Employer contribution / active EE | $4,547 | $2,218+105.0% | $3,009+51.1% | $2,596+75.1% |
| Participant deferral / active EE | $8,165 | $3,246+151.5% | $4,395+85.8% | $4,027+102.7% |
| Admin fee / account holder | $18,029 | $4,395+310.2% | $5,329+238.3% | $5,403+233.7% |