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 | $34,280 | $77,660-55.9% | $109,143-68.6% | $79,386-56.8% |
| Participation rate | 73.5% | 67.8%+5.7pp | 75.9%-2.4pp | 70.7%+2.8pp |
| Annual return | 17.57% | 23.44%-5.9pp | 25.75%-8.2pp | 116.85%-99.3pp |
| Employer contribution / active EE | $564 | $2,797-79.8% | $3,722-84.8% | $2,427-76.7% |
| Participant deferral / active EE | $1,954 | $3,518-44.5% | $4,653-58.0% | $4,046-51.7% |
| Admin fee / account holder | $199 | $732-72.9% | $6,752-97.1% | $626-68.3% |