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 | $31,347 | $138,347-77.3% | $184,203-83.0% | $80,856-61.2% |
| Participation rate | 93.8% | 83.9%+9.9pp | 86.8%+7.0pp | 67.6%+26.2pp |
| Annual return | 14.01% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $528 | $4,850-89.1% | $6,427-91.8% | $2,755-80.8% |
| Participant deferral / active EE | $3,058 | $7,071-56.8% | $9,131-66.5% | $4,296-28.8% |
| Admin fee / account holder | $4,112 | $10,483-60.8% | $13,901-70.4% | $6,918-40.6% |