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 6-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 | $32,160 | $91,407-64.8% | $135,903-76.3% | $71,457-55.0% |
| Participation rate | 99.1% | 75.7%+23.4pp | 81.9%+17.2pp | 67.9%+31.1pp |
| Annual return | 19.29% | 29.90%-10.6pp | 68.23%-48.9pp | 28.85%-9.6pp |
| Employer contribution / active EE | $77 | $3,703-97.9% | $4,856-98.4% | $2,588-97.0% |
| Participant deferral / active EE | $5,097 | $7,092-28.1% | $7,758-34.3% | $4,289+18.8% |
| Admin fee / account holder | $27 | $1,266-97.9% | $10,762-99.8% | $1,587-98.3% |