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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,050 | $68,413+17.0% | $123,104-35.0% | $55,191+45.0% |
| Participation rate | 82.4% | 84.5%-2.1pp | 86.8%-4.4pp | 69.2%+13.2pp |
| Annual return | 0.73% | 6.30%-5.6pp | 13.22%-12.5pp | 10.78%-10.0pp |
| Employer contribution / active EE | $756 | $3,050-75.2% | $5,151-85.3% | $1,899-60.2% |
| Participant deferral / active EE | $4,530 | $4,490+0.9% | $6,230-27.3% | $3,046+48.7% |
| Admin fee / account holder | $6 | $88-93.2% | $9,015-99.9% | $91-93.4% |