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 ... | $634 |
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 | $58,506 | $65,409-10.6% | $98,442-40.6% | $85,850-31.9% |
| Participation rate | 91.0% | 65.0%+26.0pp | 73.3%+17.7pp | 69.3%+21.7pp |
| Annual return | 21.13% | 21.76%-0.6pp | 1492.73%-1471.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $3,125 | $2,168+44.2% | $2,960+5.6% | $2,565+21.8% |
| Participant deferral / active EE | $1,760 | $3,166-44.4% | $4,276-58.8% | $3,952-55.5% |
| Admin fee / account holder | $2,393 | $4,593-47.9% | $5,949-59.8% | $6,260-61.8% |