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 | $3,346 | $25,014-86.6% | $69,647-95.2% | $80,856-95.9% |
| Participation rate | 75.3% | 64.2%+11.1pp | 66.5%+8.9pp | 67.6%+7.7pp |
| Annual return | 17.55% | 19.07%-1.5pp | 100.48%-82.9pp | 35.59%-18.0pp |
| Employer contribution / active EE | $735 | $993-26.0% | $1,712-57.1% | $2,755-73.3% |
| Participant deferral / active EE | $3,647 | $1,839+98.3% | $2,886+26.4% | $4,296-15.1% |
| Admin fee / account holder | $19 | $2,488-99.2% | $4,713-99.6% | $6,918-99.7% |