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 | $57,401 | $58,208-1.4% | $81,812-29.8% | $80,856-29.0% |
| Participation rate | 80.6% | 63.4%+17.1pp | 72.3%+8.2pp | 67.6%+12.9pp |
| Annual return | 14.95% | 41.66%-26.7pp | 773.79%-758.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $5,792 | $2,340+147.5% | $2,912+98.9% | $2,755+110.3% |
| Participant deferral / active EE | $8,573 | $3,281+161.3% | $4,319+98.5% | $4,296+99.6% |
| Admin fee / account holder | $5,425 | $4,981+8.9% | $7,386-26.5% | $6,918-21.6% |