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 9-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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,894 | $138,347-70.4% | $184,203-77.8% | $80,856-49.4% |
| Participation rate | 93.1% | 83.9%+9.2pp | 86.8%+6.3pp | 67.6%+25.5pp |
| Annual return | 34.87% | 20.02%+14.8pp | 28.81%+6.1pp | 35.59%-0.7pp |
| Employer contribution / active EE | $3,957 | $4,850-18.4% | $6,427-38.4% | $2,755+43.7% |
| Participant deferral / active EE | $6,952 | $7,071-1.7% | $9,131-23.9% | $4,296+61.8% |
| Admin fee / account holder | $40 | $10,483-99.6% | $13,901-99.7% | $6,918-99.4% |