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 | Claims processing; Account maintenanc... | $1,505 |
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 | $39,182 | $85,202-54.0% | $172,739-77.3% | $72,985-46.3% |
| Participation rate | 72.0% | 70.1%+1.9pp | 82.6%-10.7pp | 69.5%+2.5pp |
| Annual return | 20.79% | 27.32%-6.5pp | 802.84%-782.1pp | 81.00%-60.2pp |
| Employer contribution / active EE | $880 | $3,324-73.5% | $5,143-82.9% | $2,440-63.9% |
| Participant deferral / active EE | $2,798 | $3,260-14.2% | $5,198-46.2% | $3,607-22.4% |
| Admin fee / account holder | $538 | $5,884-90.9% | $13,954-96.1% | $5,124-89.5% |