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 7-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 | $27,885 | $77,503-64.0% | $100,391-72.2% | $80,856-65.5% |
| Participation rate | 79.7% | 76.9%+2.7pp | 81.5%-1.8pp | 67.6%+12.0pp |
| Annual return | 32.18% | 37.20%-5.0pp | 49.20%-17.0pp | 35.59%-3.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $13,288 | $6,820+94.8% | $8,082+64.4% | $4,296+209.3% |
| Admin fee / account holder | $48 | $5,897-99.2% | $7,899-99.4% | $6,918-99.3% |