Filed February 14, 2025
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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,320 | $61,272-78.3% | $149,673-91.1% | $71,457-81.4% |
| Participation rate | 88.9% | 62.5%+26.4pp | 78.8%+10.1pp | 67.9%+21.0pp |
| Annual return | 16.00% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $815 | $2,378-65.7% | $4,818-83.1% | $2,588-68.5% |
| Participant deferral / active EE | $1,476 | $2,917-49.4% | $5,680-74.0% | $4,289-65.6% |
| Admin fee / account holder | $647 | $1,261-48.7% | $13,210-95.1% | $1,587-59.2% |