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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,058 | $54,229+3.4% | $70,092-20.0% | $68,494-18.2% |
| Participation rate | 96.4% | 64.5%+31.9pp | 70.5%+26.0pp | 67.9%+28.5pp |
| Annual return | 2.97% | -13.87%+16.8pp | 190.73%-187.8pp | -7.84%+10.8pp |
| Employer contribution / active EE | $3,571 | $2,018+77.0% | $2,559+39.6% | $2,596+37.6% |
| Participant deferral / active EE | $0 | $2,956-100.0% | $3,849-100.0% | $4,027-100.0% |
| Admin fee / account holder | $15 | $4,694-99.7% | $6,267-99.8% | $5,403-99.7% |