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 | $90,728 | $91,019-0.3% | $392,568-76.9% | $72,985+24.3% |
| Participation rate | 97.9% | 74.4%+23.5pp | 78.1%+19.8pp | 69.5%+28.4pp |
| Annual return | 19.36% | 20.00%-0.6pp | 24.42%-5.1pp | 81.00%-61.6pp |
| Employer contribution / active EE | $2,766 | $2,751+0.5% | $3,783-26.9% | $2,440+13.4% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,895-100.0% | $6,260-100.0% | $5,124-100.0% |