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 3-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 | $26,491 | $37,393-29.2% | $77,024-65.6% | $66,914-60.4% |
| Participation rate | 97.0% | 52.9%+44.1pp | 67.9%+29.1pp | 69.8%+27.2pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,752 | $1,531+79.7% | $2,812-2.2% | $2,544+8.2% |
| Participant deferral / active EE | $1,968 | $2,617-24.8% | $4,426-55.5% | $4,237-53.5% |
| Admin fee / account holder | $20 | $567-96.6% | $5,425-99.6% | $593-96.7% |