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 | $55,493 | $57,281-3.1% | $86,612-35.9% | $75,163-26.2% |
| Participation rate | 94.4% | 63.2%+31.2pp | 71.7%+22.7pp | 67.2%+27.3pp |
| Annual return | 14.75% | 2670.75%-2656.0pp | 591.07%-576.3pp | 160.62%-145.9pp |
| Employer contribution / active EE | $4,030 | $2,314+74.1% | $3,022+33.3% | $2,670+51.0% |
| Participant deferral / active EE | $5,994 | $3,318+80.7% | $4,438+35.1% | $4,125+45.3% |
| Admin fee / account holder | $19,001 | $4,112+362.1% | $5,614+238.4% | $5,651+236.2% |