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 | $71,145 | $109,359-34.9% | $162,163-56.1% | $72,985-2.5% |
| Participation rate | 86.7% | 84.3%+2.5pp | 87.6%-0.8pp | 69.5%+17.2pp |
| Annual return | 10.27% | 25.46%-15.2pp | 115.59%-105.3pp | 81.00%-70.7pp |
| Employer contribution / active EE | $2,786 | $3,907-28.7% | $5,614-50.4% | $2,440+14.2% |
| Participant deferral / active EE | $3,144 | $5,481-42.6% | $7,298-56.9% | $3,607-12.9% |
| Admin fee / account holder | $5 | $7,972-99.9% | $10,843-100.0% | $5,124-99.9% |