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.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $885 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,577 | $59,101-63.5% | $77,163-72.0% | $75,163-71.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 23.61% | 26.71%-3.1pp | 37.87%-14.3pp | 160.62%-137.0pp |
| Employer contribution / active EE | $1,497 | $1,995-25.0% | $2,535-40.9% | $2,670-43.9% |
| Participant deferral / active EE | $2,604 | $2,999-13.2% | $3,833-32.1% | $4,125-36.9% |
| Admin fee / account holder | $770 | $4,774-83.9% | $5,472-85.9% | $5,651-86.4% |