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... | $338 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,560 | $91,190-76.4% | $178,490-87.9% | $79,858-73.0% |
| Participation rate | 83.1% | 69.2%+13.9pp | 81.9%+1.1pp | 69.6%+13.4pp |
| Annual return | 0.78% | 24.19%-23.4pp | 151.07%-150.3pp | 31.71%-30.9pp |
| Employer contribution / active EE | $1,313 | $3,256-59.7% | $5,011-73.8% | $2,471-46.9% |
| Participant deferral / active EE | $1,561 | $3,236-51.8% | $5,202-70.0% | $3,740-58.3% |
| Admin fee / account holder | $6,548 | $6,751-3.0% | $13,984-53.2% | $5,306+23.4% |