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.

  • ZERO Base Fee
  • ZERO Startup Costs
  • ZERO Custodial Fees
  • ZERO Investment Fees
  • Low Fund Expense Ratios
  • Safe-Harbor Plans
  • Automated Compliance Testing
  • New Comparability Profit Sharing
  • Plan Conversions
  • Volume Pricing
  • 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.

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

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