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 7-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 | $33,997 | $86,655-60.8% | $119,609-71.6% | $66,914-49.2% |
| Participation rate | 97.1% | 75.6%+21.5pp | 79.3%+17.8pp | 69.8%+27.3pp |
| Annual return | -1.15% | -8.00%+6.8pp | -14.97%+13.8pp | 1.58%-2.7pp |
| Employer contribution / active EE | $3,431 | $2,536+35.3% | $4,232-18.9% | $2,544+34.9% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |