Your plan for a better 401(k)
Explore our features and support to see which plan is right for your team.
-
Essential
An affordable, easy-to-manage 401(k) plan for your employees’ retirement.-
$42
monthly base fee, billed annually ($500)
-
$5
monthly record-keeping fee per participant
-
$42
-
Most popular
Pro
Enhance your 401(k) with additional features and flexibility to meet the needs of a growing workforce.-
$125
monthly base fee, billed annually ($1,500)
-
$6
monthly record-keeping fee per participant
Everything in Essential, plus:
- Flexible plan design features such as auto-enrollment, auto-escalation, vesting, and more
- Expedited support for plan administrators
- Additional financial wellness benefits like Student Loan Management
-
$125
-
Flagship
Our most customizable plan with dedicated white-glove support and financial planning for employees.-
To get a price estimate for our Flagship plan, please schedule a consultation with our Sales Team.
-
Explore our features in detail.
Fill out the form below to access a table of all pricing plan features. We’ll never sell any of your information.
Workplace solutions that fit the needs of your company.
-
All-in-one dashboard.
Easily track metrics, send emails to employees directly, and access reports. -
Payroll integration.
Streamline your administration process with the most used payroll providers. -
Fiduciary support.
Administrative support and investment management as a part of serving as your 3(16) and 3(38) fiduciary. -
Low-cost retirement options.
Our diverse range of portfolios gives employees options to help them save.