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 | $26,564 | $137,414-80.7% | $189,513-86.0% | $85,850-69.1% |
| Participation rate | 92.6% | 84.6%+7.9pp | 87.8%+4.7pp | 69.3%+23.2pp |
| Annual return | 13.14% | 38.14%-25.0pp | 555.15%-542.0pp | 318.53%-305.4pp |
| Employer contribution / active EE | $379 | $4,344-91.3% | $6,162-93.8% | $2,565-85.2% |
| Participant deferral / active EE | $1,851 | $6,260-70.4% | $8,221-77.5% | $3,952-53.2% |
| Admin fee / account holder | $1,246 | $8,630-85.6% | $12,045-89.7% | $6,260-80.1% |