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 | $83,333 | $79,523+4.8% | $140,016-40.5% | $56,287+48.1% |
| Participation rate | 92.1% | 85.7%+6.4pp | 87.5%+4.6pp | 69.9%+22.3pp |
| Annual return | 1.94% | 2.39%-0.5pp | 651.12%-649.2pp | -9.96%+11.9pp |
| Employer contribution / active EE | $2,779 | $3,350-17.1% | $5,606-50.4% | $2,111+31.6% |
| Participant deferral / active EE | $5,539 | $5,129+8.0% | $6,927-20.0% | $3,350+65.4% |
| Admin fee / account holder | $66 | $614-89.3% | $10,705-99.4% | $521-87.4% |