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 |
|---|---|---|
BETTERMENT FOR BUSINESS, LLC8 years Service code 27 · EIN 47-4872674 8 W. 24TH STREET · NEW YORK, NY 10010 | Advisory (Plan) | $185,808 |
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 | $124,001 | $88,982+39.4% | $102,438+21.0% | $77,671+59.6% |
| Participation rate | 96.6% | 80.9%+15.6pp | 76.5%+20.1pp | 70.6%+26.0pp |
| Annual return | 13.14% | 25.01%-11.9pp | 29.37%-16.2pp | 31.21%-18.1pp |
| Employer contribution / active EE | $1,842 | $2,698-31.7% | $3,024-39.1% | $2,726-32.5% |
| Participant deferral / active EE | $13,701 | $5,144+166.4% | $5,054+171.1% | $4,648+194.8% |
| Admin fee / account holder | $358 | $236+52.0% | $9,448-96.2% | $430-16.8% |