Filed January 23, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $71,786 | $71,370+0.6% | $621,730-88.5% | $71,370+0.6% |
| Participation rate | 91.3% | 55.1%+36.1pp | 90.8%+0.5pp | 55.1%+36.1pp |
| Annual return | 7.67% | 15.87%-8.2pp | 10.76%-3.1pp | 15.87%-8.2pp |
| Employer contribution / active EE | $1,968 | $1,874+5.0% | $9,871-80.1% | $1,874+5.0% |
| Participant deferral / active EE | $2,742 | $2,656+3.3% | $6,979-60.7% | $2,656+3.3% |
| Admin fee / account holder | $20,367 | $6,050+236.6% | $66,065-69.2% | $6,050+236.6% |