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.
Participant 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 | $38,991 | $42,353-7.9% | $79,550-51.0% | $64,808-39.8% |
| Participation rate | 92.0% | 64.8%+27.3pp | 69.5%+22.5pp | 71.5%+20.5pp |
| Annual return | -16.04% | -12.24%-3.8pp | 0.16%-16.2pp | 32.82%-48.9pp |
| Employer contribution / active EE | $576 | $1,181-51.2% | $2,413-76.1% | $2,506-77.0% |
| Participant deferral / active EE | $1,330 | $3,170-58.1% | $3,985-66.6% | $4,310-69.2% |
| Admin fee / account holder | $217 | $160+35.7% | $6,832-96.8% | $188+15.3% |