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%
The plan is right for you if:
✅ you are starting a new 401k
✅ you’d like an open-universe of funds & ETFs
✅ you have 1 to 1,000 employees
EXISTING 401k
Employer Administration Fees:
one-time conversion fee: $250
annual fee: $500 + $20 per participant*
Employee Internal Expense:
Annualized program fee total: .80%*
The 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
