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 | $43,976 | $57,108-23.0% | $94,224-53.3% | $52,331-16.0% |
| Participation rate | 99.4% | 72.9%+26.4pp | 78.8%+20.6pp | 68.1%+31.3pp |
| Annual return | -6.09% | 1.47%-7.6pp | 10.68%-16.8pp | 4.54%-10.6pp |
| Employer contribution / active EE | $2,907 | $1,735+67.5% | $3,587-19.0% | $1,882+54.5% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $102 | $546-81.4% | $6,269-98.4% | $592-82.8% |