Filed November 3, 2025
Total covered: 132 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 | $118,083 | $85,766+37.7% | $136,294-13.4% | $70,131+68.4% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 17.81% | 31.45%-13.6pp | 5155.94%-5138.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $2,730 | $2,966-8.0% | $4,695-41.9% | $2,342+16.5% |
| Participant deferral / active EE | $5,440 | $5,051+7.7% | $6,247-12.9% | $3,332+63.3% |
| Admin fee / account holder | $2,606 | $5,420-51.9% | $9,243-71.8% | $4,645-43.9% |