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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $687 |
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 | $22,995 | $95,416-75.9% | $185,823-87.6% | $85,850-73.2% |
| Participation rate | 91.4% | 68.8%+22.7pp | 81.7%+9.7pp | 69.3%+22.1pp |
| Annual return | 32.69% | 23.59%+9.1pp | 122.05%-89.4pp | 318.53%-285.8pp |
| Employer contribution / active EE | $1,304 | $3,314-60.6% | $5,167-74.8% | $2,565-49.2% |
| Participant deferral / active EE | $1,793 | $3,423-47.6% | $5,568-67.8% | $3,952-54.6% |
| Admin fee / account holder | $1,252 | $7,213-82.6% | $16,237-92.3% | $6,260-80.0% |