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 | $26,894 | $59,159-54.5% | $159,960-83.2% | $66,914-59.8% |
| Participation rate | 76.7% | 68.1%+8.6pp | 78.0%-1.3pp | 69.8%+6.9pp |
| Annual return | -17.38% | -12.26%-5.1pp | 408.60%-426.0pp | 1.58%-19.0pp |
| Employer contribution / active EE | $3,903 | $1,983+96.8% | $4,226-7.6% | $2,544+53.4% |
| Participant deferral / active EE | $1,458 | $4,395-66.8% | $6,182-76.4% | $4,237-65.6% |
| Admin fee / account holder | $0 | $591-100.0% | $8,698-100.0% | $593-100.0% |