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 | $72,317 | $70,667+2.3% | $123,104-41.3% | $52,331+38.2% |
| Participation rate | 93.5% | 83.7%+9.8pp | 86.8%+6.7pp | 68.1%+25.4pp |
| Annual return | 5.35% | 6.23%-0.9pp | 13.22%-7.9pp | 4.54%+0.8pp |
| Employer contribution / active EE | $2,294 | $2,946-22.1% | $5,151-55.5% | $1,882+21.9% |
| Participant deferral / active EE | $4,961 | $4,493+10.4% | $6,230-20.4% | $3,022+64.1% |
| Admin fee / account holder | $42 | $506-91.7% | $9,015-99.5% | $592-92.9% |