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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $65,786 |
Filed as: THE RETIREMENT ADVANTAGE, INC Service code 13 · EIN 39-1816008 | Contract Administrator | $5,947 |
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 | $120,506 | $121,341-0.7% | $189,513-36.4% | $79,386+51.8% |
| Participation rate | 88.6% | 86.1%+2.5pp | 87.8%+0.8pp | 70.7%+17.9pp |
| Annual return | 13.65% | 21.08%-7.4pp | 555.15%-541.5pp | 116.85%-103.2pp |
| Employer contribution / active EE | $2,720 | $3,915-30.5% | $6,162-55.9% | $2,427+12.0% |
| Participant deferral / active EE | $7,728 | $6,395+20.8% | $8,221-6.0% | $4,046+91.0% |
| Admin fee / account holder | $604 | $651-7.3% | $12,045-95.0% | $626-3.7% |