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 |
|---|---|---|
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 | Recordkeeping | $1,183 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,000 | $45,343+125.0% | $150,298-32.1% | $67,986+50.0% |
| Participation rate | 85.1% | 51.9%+33.3pp | 77.8%+7.4pp | 57.2%+27.9pp |
| Annual return | 16.49% | 33.28%-16.8pp | 62.79%-46.3pp | 31.67%-15.2pp |
| Employer contribution / active EE | $3,194 | $1,462+118.5% | $4,154-23.1% | $2,019+58.2% |
| Participant deferral / active EE | $4,399 | $2,055+114.1% | $5,453-19.3% | $3,358+31.0% |
| Admin fee / account holder | $456 | $2,250-79.7% | $14,116-96.8% | $3,203-85.8% |