Simple, Transparent Pricing

Basic – For Startup Plans

$9

Per Month
Per Participating Employee

This plan is designed for companies with fewer than 50 employees or new startup plans.

  • pricing-check ZERO Base Fee
  • pricing-check ZERO Startup Costs
  • pricing-check ZERO Custodial Fees
  • pricing-check ZERO Investment Fees
  • pricing-check Low Fund Expense Ratios
  • pricing-check Safe-Harbor Plans
  • pricing-check Automated Compliance Testing
  • pricing-check New Comparability Profit Sharing
  • pricing-check Plan Conversions
  • pricing-check Volume Pricing
  • pricing-check Third-party 3(38) 
PLUS – More Complex Needs

$5-9

Per Month
Per Participating Employee

This is designed for larger businesses (50+ employees), existing 401k plans, or those with more complex needs.

  • pricing-check ZERO Base Fee
  • pricing-check ZERO Startup Costs
  • pricing-check Low Custodial Fee (0.07%)
  • pricing-check ZERO Investment Fees
  • pricing-check Low Fund Expense Ratios
  • pricing-check Safe-Harbor Plans
  • pricing-check Automated Compliance Testing
  • pricing-check New Comparability Profit Sharing
  • pricing-check Plan Conversions
  • pricing-check Volume Pricing (50+ employees)
  • pricing-check Third-party 3(38)