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 | $25,459 | $76,670-66.8% | $96,683-73.7% | $71,457-64.4% |
| Participation rate | 81.9% | 66.6%+15.3pp | 74.3%+7.6pp | 67.9%+14.0pp |
| Annual return | 20.51% | 48.29%-27.8pp | 35.69%-15.2pp | 28.85%-8.3pp |
| Employer contribution / active EE | $691 | $3,031-77.2% | $3,737-81.5% | $2,588-73.3% |
| Participant deferral / active EE | $2,512 | $3,771-33.4% | $4,878-48.5% | $4,289-41.4% |
| Admin fee / account holder | $131 | $2,028-93.5% | $6,730-98.0% | $1,587-91.7% |