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 | $27,259 | $49,280-44.7% | $67,313-59.5% | $64,186-57.5% |
| Participation rate | 91.6% | 60.8%+30.8pp | 69.1%+22.5pp | 69.6%+22.0pp |
| Annual return | -0.13% | -1.39%+1.3pp | -4.08%+3.9pp | 7.63%-7.8pp |
| Employer contribution / active EE | $2,105 | $1,668+26.2% | $2,566-17.9% | $2,381-11.6% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,863-100.0% | $4,507-100.0% | $4,888-100.0% |