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; Participant loan p... | $0 |
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 | $18,076 | $73,867-75.5% | $143,757-87.4% | $68,494-73.6% |
| Participation rate | 85.5% | 66.7%+18.9pp | 80.3%+5.2pp | 67.9%+17.6pp |
| Annual return | -13.58% | 1.01%-14.6pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $3,166 | $3,184-0.6% | $4,951-36.1% | $2,596+21.9% |
| Participant deferral / active EE | $2,061 | $3,384-39.1% | $5,637-63.4% | $4,027-48.8% |
| Admin fee / account holder | $438 | $5,755-92.4% | $14,673-97.0% | $5,403-91.9% |