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.
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 | $64,843 | $82,202-21.1% | $125,339-48.3% | $64,808+0.1% |
| Participation rate | 80.9% | 77.9%+3.0pp | 82.4%-1.5pp | 71.5%+9.4pp |
| Annual return | -16.60% | 3.48%-20.1pp | 572.05%-588.7pp | 32.82%-49.4pp |
| Employer contribution / active EE | $4,336 | $3,615+19.9% | $4,814-9.9% | $2,506+73.0% |
| Participant deferral / active EE | $7,557 | $7,175+5.3% | $7,446+1.5% | $4,310+75.3% |
| Admin fee / account holder | $4 | $163-97.6% | $10,010-100.0% | $188-98.0% |