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

Business Owner explores custom retirement plans on tablet

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