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 | Recordkeeping and information managem... | $559 |
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 | $16,181 | $77,899-79.2% | $149,673-89.2% | $75,163-78.5% |
| Participation rate | 73.5% | 65.6%+7.9pp | 78.8%-5.3pp | 67.2%+6.3pp |
| Annual return | 13.68% | 31.72%-18.0pp | 134.42%-120.7pp | 160.62%-146.9pp |
| Employer contribution / active EE | $885 | $3,137-71.8% | $4,818-81.6% | $2,670-66.9% |
| Participant deferral / active EE | $940 | $3,411-72.4% | $5,680-83.5% | $4,125-77.2% |
| Admin fee / account holder | $2,541 | $5,956-57.3% | $13,210-80.8% | $5,651-55.0% |