Filed February 24, 2020
Total covered: 4 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 | $140,376 | $76,407+83.7% | $150,298-6.6% | $82,448+70.3% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 5.05% | 39.99%-34.9pp | 62.79%-57.7pp | 41.64%-36.6pp |
| Employer contribution / active EE | $10,542 | $2,614+303.3% | $4,154+153.8% | $2,551+313.3% |
| Participant deferral / active EE | $1,468 | $3,214-54.3% | $5,453-73.1% | $4,139-64.5% |
| Admin fee / account holder | $611 | $6,352-90.4% | $14,116-95.7% | $7,234-91.6% |