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.
Participant 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 | $25,974 | $61,272-57.6% | $149,673-82.6% | $71,457-63.7% |
| Participation rate | 89.3% | 62.5%+26.8pp | 78.8%+10.5pp | 67.9%+21.3pp |
| Annual return | 16.27% | 35.85%-19.6pp | 134.42%-118.1pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,351 | $2,378-43.2% | $4,818-72.0% | $2,588-47.8% |
| Participant deferral / active EE | $682 | $2,917-76.6% | $5,680-88.0% | $4,289-84.1% |
| Admin fee / account holder | $113 | $1,261-91.0% | $13,210-99.1% | $1,587-92.9% |