Filed March 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.)
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 | $32,547 | $73,867-55.9% | $143,757-77.4% | $68,494-52.5% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.4pp | 67.9%+30.9pp |
| Annual return | -17.01% | 1.01%-18.0pp | -0.04%-17.0pp | -7.84%-9.2pp |
| Employer contribution / active EE | $850 | $3,184-73.3% | $4,951-82.8% | $2,596-67.3% |
| Participant deferral / active EE | $4,711 | $3,384+39.2% | $5,637-16.4% | $4,027+17.0% |
| Admin fee / account holder | $2,400 | $5,755-58.3% | $14,673-83.6% | $5,403-55.6% |