Filed February 11, 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 7-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 | $135,256 | $80,753+67.5% | $136,294-0.8% | $62,292+117.1% |
| Participation rate | 98.2% | 73.5%+24.7pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 20.20% | 35.83%-15.6pp | 5155.94%-5135.7pp | 28.90%-8.7pp |
| Employer contribution / active EE | $868 | $2,884-69.9% | $4,695-81.5% | $2,042-57.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $5,115 | $525+873.5% | $9,243-44.7% | $479+967.0% |