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 | $74,515 | $57,281+30.1% | $86,612-14.0% | $75,163-0.9% |
| Participation rate | 88.7% | 63.2%+25.5pp | 71.7%+17.0pp | 67.2%+21.5pp |
| Annual return | 15.01% | 2670.75%-2655.7pp | 591.07%-576.1pp | 160.62%-145.6pp |
| Employer contribution / active EE | $3,209 | $2,314+38.6% | $3,022+6.2% | $2,670+20.2% |
| Participant deferral / active EE | $6,640 | $3,318+100.1% | $4,438+49.6% | $4,125+61.0% |
| Admin fee / account holder | $6,276 | $4,112+52.6% | $5,614+11.8% | $5,651+11.1% |