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 | $43,350 | $42,353+2.4% | $79,550-45.5% | $64,808-33.1% |
| Participation rate | 96.1% | 64.8%+31.4pp | 69.5%+26.7pp | 71.5%+24.7pp |
| Annual return | -16.14% | -12.24%-3.9pp | 0.16%-16.3pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,068 | $1,181+75.1% | $2,413-14.3% | $2,506-17.5% |
| Participant deferral / active EE | $6,530 | $3,170+106.0% | $3,985+63.9% | $4,310+51.5% |
| Admin fee / account holder | $142 | $160-11.1% | $6,832-97.9% | $188-24.5% |