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.
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 | $81,136 | $76,401+6.2% | $106,387-23.7% | $64,186+26.4% |
| Participation rate | 98.9% | 73.5%+25.4pp | 77.5%+21.5pp | 69.6%+29.4pp |
| Annual return | 8.80% | -2.19%+11.0pp | 0.25%+8.5pp | 7.63%+1.2pp |
| Employer contribution / active EE | $2,796 | $2,680+4.3% | $3,520-20.6% | $2,381+17.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $7,510-100.0% | $4,888-100.0% |