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 | $42,301 | $60,165-29.7% | $74,183-43.0% | $55,167-23.3% |
| Participation rate | 79.5% | 74.2%+5.3pp | 76.6%+2.8pp | 69.0%+10.5pp |
| Annual return | 9.39% | 10.00%-0.6pp | 17.74%-8.3pp | 169.23%-159.8pp |
| Employer contribution / active EE | $846 | $1,600-47.1% | $2,370-64.3% | $1,963-56.9% |
| Participant deferral / active EE | $2,467 | $2,973-17.0% | $3,550-30.5% | $3,054-19.2% |
| Admin fee / account holder | $7 | $419-98.3% | $5,586-99.9% | $504-98.6% |