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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $90,306 | $98,982-8.8% | $162,163-44.3% | $65,185+38.5% |
| Participation rate | 86.3% | 85.8%+0.5pp | 87.6%-1.3pp | 70.2%+16.1pp |
| Annual return | 6.98% | 24.84%-17.9pp | 115.59%-108.6pp | 29.38%-22.4pp |
| Employer contribution / active EE | $2,638 | $3,467-23.9% | $5,614-53.0% | $2,177+21.2% |
| Participant deferral / active EE | $5,253 | $5,384-2.4% | $7,298-28.0% | $3,514+49.5% |
| Admin fee / account holder | $60 | $596-90.0% | $10,843-99.4% | $847-92.9% |