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; Recordkeeping and ... | $1,060 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,224 | $85,202-88.0% | $172,739-94.1% | $72,985-86.0% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.29% | 27.32%-8.0pp | 802.84%-783.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $897 | $3,324-73.0% | $5,143-82.6% | $2,440-63.2% |
| Participant deferral / active EE | $940 | $3,260-71.2% | $5,198-81.9% | $3,607-73.9% |
| Admin fee / account holder | $450 | $5,884-92.4% | $13,954-96.8% | $5,124-91.2% |