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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,143 | $65,557+60.4% | $64,056+64.1% | $71,457+47.1% |
| Participation rate | 97.8% | 73.2%+24.6pp | 72.3%+25.5pp | 67.9%+29.8pp |
| Annual return | 11.12% | 18.94%-7.8pp | 33.69%-22.6pp | 28.85%-17.7pp |
| Employer contribution / active EE | $3,009 | $2,669+12.8% | $2,747+9.6% | $2,588+16.3% |
| Participant deferral / active EE | $4,145 | $3,626+14.3% | $3,880+6.8% | $4,289-3.3% |
| Admin fee / account holder | $149 | $616-75.9% | $3,068-95.2% | $1,587-90.6% |