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 | $78,277 | $102,553-23.7% | $151,611-48.4% | $66,914+17.0% |
| Participation rate | 97.6% | 85.5%+12.1pp | 87.5%+10.1pp | 69.8%+27.8pp |
| Annual return | -14.04% | -10.82%-3.2pp | 3.33%-17.4pp | 1.58%-15.6pp |
| Employer contribution / active EE | $4,945 | $4,180+18.3% | $6,166-19.8% | $2,544+94.3% |
| Participant deferral / active EE | $3,418 | $6,641-48.5% | $8,363-59.1% | $4,237-19.3% |
| Admin fee / account holder | $9 | $630-98.6% | $11,616-99.9% | $593-98.5% |