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 5-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 | $17,919 | $62,603-71.4% | $104,294-82.8% | $66,914-73.2% |
| Participation rate | 99.2% | 59.6%+39.6pp | 73.3%+26.0pp | 69.8%+29.4pp |
| Annual return | -5.28% | -14.70%+9.4pp | 24.61%-29.9pp | 1.58%-6.9pp |
| Employer contribution / active EE | $1,615 | $1,972-18.1% | $3,372-52.1% | $2,544-36.5% |
| Participant deferral / active EE | $0 | $2,853-100.0% | $4,625-100.0% | $4,237-100.0% |
| Admin fee / account holder | $32 | $656-95.1% | $7,339-99.6% | $593-94.6% |