Filed September 30, 2025
Total covered: 103 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,244 | $123,793-81.2% | $177,821-86.9% | $79,858-70.9% |
| Participation rate | 94.3% | 84.7%+9.6pp | 87.7%+6.5pp | 69.6%+24.6pp |
| Annual return | 14.64% | 22.82%-8.2pp | 48.32%-33.7pp | 31.71%-17.1pp |
| Employer contribution / active EE | $378 | $4,095-90.8% | $5,918-93.6% | $2,471-84.7% |
| Participant deferral / active EE | $1,859 | $5,956-68.8% | $7,714-75.9% | $3,740-50.3% |
| Admin fee / account holder | $880 | $7,243-87.8% | $12,427-92.9% | $5,306-83.4% |