Filed June 27, 2025
Total covered: 2 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 | $123,638 | $98,750+25.2% | $149,696-17.4% | $79,858+54.8% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 15.05% | 27.43%-12.4pp | 276.60%-261.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $2,768 | $3,216-13.9% | $4,644-40.4% | $2,471+12.0% |
| Participant deferral / active EE | $6,839 | $5,680+20.4% | $6,8420% | $3,740+82.9% |
| Admin fee / account holder | $1,831 | $6,053-69.7% | $9,309-80.3% | $5,306-65.5% |