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 8-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... | $944 |
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 | $32,150 | $65,061-50.6% | $143,757-77.6% | $66,914-52.0% |
| Participation rate | 86.8% | 65.2%+21.6pp | 80.3%+6.5pp | 69.8%+17.0pp |
| Annual return | -15.57% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,221 | $2,361-48.3% | $4,951-75.3% | $2,544-52.0% |
| Participant deferral / active EE | $3,377 | $2,919+15.7% | $5,637-40.1% | $4,237-20.3% |
| Admin fee / account holder | $1,089 | $502+117.0% | $14,673-92.6% | $593+83.6% |