Filed June 13, 2025
Total covered: 22 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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,172 | $54,762+97.5% | $90,281+19.8% | $72,985+48.2% |
| Participation rate | 95.2% | 65.1%+30.1pp | 73.3%+22.0pp | 69.5%+25.8pp |
| Annual return | 20.48% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $4,853 | $2,092+131.9% | $2,854+70.0% | $2,440+98.9% |
| Participant deferral / active EE | $7,655 | $2,887+165.2% | $3,885+97.0% | $3,607+112.2% |
| Admin fee / account holder | $16,643 | $3,972+319.0% | $5,351+211.0% | $5,124+224.8% |