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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $34,081 | $229,191-85.1% | $86,874-60.8% | - |
| Participation rate | 93.9% | 68.8%+25.1pp | 71.6%+22.3pp | - |
| Annual return | 10.49% | 12.30%-1.8pp | 63.52%-53.0pp | - |
| Employer contribution / active EE | $1,447 | $2,220-34.8% | $2,495-42.0% | - |
| Participant deferral / active EE | $2,371 | $3,745-36.7% | $3,699-35.9% | - |
| Admin fee / account holder | $16 | $25,423-99.9% | $5,828-99.7% | - |