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 | $145,890 | $137,414+6.2% | $189,513-23.0% | $85,850+69.9% |
| Participation rate | 87.0% | 84.6%+2.3pp | 87.8%-0.8pp | 69.3%+17.6pp |
| Annual return | 15.33% | 38.14%-22.8pp | 555.15%-539.8pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,167 | $4,344-73.1% | $6,162-81.1% | $2,565-54.5% |
| Participant deferral / active EE | $4,606 | $6,260-26.4% | $8,221-44.0% | $3,952+16.6% |
| Admin fee / account holder | $0 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |