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 9-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 15 · EIN 04-1590850 | Recordkeeping | $20,737 |
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 | $45,181 | $73,638-38.6% | $95,952-52.9% | $73,488-38.5% |
| Participation rate | 88.1% | 76.2%+11.9pp | 77.1%+11.0pp | 70.7%+17.4pp |
| Annual return | 15.29% | 16.78%-1.5pp | 91.61%-76.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $705 | $1,863-62.2% | $2,541-72.3% | $2,270-68.9% |
| Participant deferral / active EE | $2,752 | $3,617-23.9% | $4,167-34.0% | $3,740-26.4% |
| Admin fee / account holder | $342 | $482-29.0% | $6,795-95.0% | $513-33.3% |