Filed February 19, 2025 (most recent of 2 filings on file)
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.)
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 | $59,148 | $86,929-32.0% | $102,423-42.3% | $80,856-26.8% |
| Participation rate | 79.6% | 72.4%+7.2pp | 76.5%+3.1pp | 67.6%+12.0pp |
| Annual return | 13.86% | 18.88%-5.0pp | 29.32%-15.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,366 | $2,369-42.4% | $3,023-54.8% | $2,755-50.4% |
| Participant deferral / active EE | $3,695 | $4,118-10.3% | $5,053-26.9% | $4,296-14.0% |
| Admin fee / account holder | $2,459 | $8,049-69.4% | $9,451-74.0% | $6,918-64.5% |