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 | $35,884 | $65,390-45.1% | $169,368-78.8% | $71,457-49.8% |
| Participation rate | 76.5% | 67.0%+9.5pp | 77.1%-0.6pp | 67.9%+8.6pp |
| Annual return | 17.97% | 21.31%-3.3pp | 405.60%-387.6pp | 28.85%-10.9pp |
| Employer contribution / active EE | $4,107 | $2,079+97.6% | $4,013+2.3% | $2,588+58.7% |
| Participant deferral / active EE | $1,409 | $4,367-67.7% | $6,221-77.4% | $4,289-67.2% |
| Admin fee / account holder | $0 | $1,324-100.0% | $9,003-100.0% | $1,587-100.0% |