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 | $154,374 | $138,347+11.6% | $184,203-16.2% | $80,856+90.9% |
| Participation rate | 91.0% | 83.9%+7.2pp | 86.8%+4.2pp | 67.6%+23.4pp |
| Annual return | 13.05% | 20.02%-7.0pp | 28.81%-15.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,313 | $4,850-72.9% | $6,427-79.6% | $2,755-52.4% |
| Participant deferral / active EE | $4,930 | $7,071-30.3% | $9,131-46.0% | $4,296+14.8% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,901-100.0% | $6,918-100.0% |