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 | $38,276 | $80,724-52.6% | $103,333-63.0% | $74,495-48.6% |
| Participation rate | 81.0% | 65.7%+15.3pp | 74.5%+6.4pp | 67.2%+13.8pp |
| Annual return | 12.51% | 27.56%-15.0pp | 24.88%-12.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,963 | $3,157+25.5% | $3,868+2.5% | $2,623+51.1% |
| Participant deferral / active EE | $2,463 | $3,860-36.2% | $5,057-51.3% | $4,346-43.3% |
| Admin fee / account holder | $14 | $2,368-99.4% | $8,355-99.8% | $1,942-99.3% |