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 | Account maintenance fees; Claims proc... | $1,339 |
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 | $7,400 | $52,953-86.0% | $172,739-95.7% | $65,185-88.6% |
| Participation rate | 86.8% | 66.2%+20.6pp | 82.6%+4.1pp | 70.2%+16.6pp |
| Annual return | 20.10% | 30.12%-10.0pp | 802.84%-782.7pp | 29.38%-9.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,026 | $2,471-58.5% | $5,198-80.3% | $3,514-70.8% |
| Admin fee / account holder | $833 | $472+76.5% | $13,954-94.0% | $847-1.7% |