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 4-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 | $24,085 | $46,292-48.0% | $143,757-83.2% | $64,808-62.8% |
| Participation rate | 79.7% | 64.2%+15.5pp | 80.3%-0.6pp | 71.5%+8.2pp |
| Annual return | -12.32% | -10.05%-2.3pp | -0.04%-12.3pp | 32.82%-45.1pp |
| Employer contribution / active EE | $1,284 | $1,910-32.8% | $4,951-74.1% | $2,506-48.8% |
| Participant deferral / active EE | $1,493 | $2,646-43.6% | $5,637-73.5% | $4,310-65.4% |
| Admin fee / account holder | $22 | $154-85.5% | $14,673-99.8% | $188-88.2% |