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 | $25,548 | $46,072-44.5% | $70,014-63.5% | $55,167-53.7% |
| Participation rate | 91.1% | 67.5%+23.6pp | 71.8%+19.3pp | 69.0%+22.1pp |
| Annual return | 6.88% | 8.68%-1.8pp | 12.99%-6.1pp | 169.23%-162.3pp |
| Employer contribution / active EE | $469 | $1,500-68.8% | $2,338-80.0% | $1,963-76.1% |
| Participant deferral / active EE | $1,746 | $2,344-25.5% | $2,931-40.4% | $3,054-42.8% |
| Admin fee / account holder | $6 | $428-98.5% | $4,380-99.9% | $504-98.8% |