Plan Pricing
NEW 401k
Employer Administration Fees
one-time install fee: $250
annual fee: $500 + $20 per participant
Employee INTERNAL Expense
Annualized program fee total: .80%
THIS PLAN IS RIGHT FOR YOU IF:
✓ you are starting a new 401k
✓ you would like an open-universe of funds & ETFs
✓ you have 1 to 500 employees
EXISTING 401k
Employer Administration Fees
one-time install fee: $250
annual fee: $500 + $20 per participant*
Employee INTERNAL Expense
Annualized program fee total: .80%*
THIS PLAN IS RIGHT FOR YOU IF:
✓ you have an existing 401k, or
✓ your have 501+ eligible employees, or
✓ you would like an open-universe of funds & ETFs & the option for a self-directed brokerage account
*custom-quoted, discounted based on plan size