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 | $85,655 | $56,317+52.1% | $71,209+20.3% | $74,304+15.3% |
| Participation rate | 79.8% | 55.1%+24.7pp | 73.8%+6.1pp | 60.3%+19.5pp |
| Annual return | 15.27% | 42.83%-27.6pp | 282.51%-267.2pp | 29.43%-14.2pp |
| Employer contribution / active EE | $6,367 | $2,160+194.8% | $2,721+134.0% | $2,241+184.1% |
| Participant deferral / active EE | $5,413 | $2,788+94.2% | $4,175+29.7% | $3,767+43.7% |
| Admin fee / account holder | $4,560 | $2,290+99.2% | $5,349-14.7% | $2,969+53.6% |