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Your plan for a better 401(k)

Explore our features and support to see which plan is right for your team.
  • swiss-army-knife

    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

    Includes:

    • Streamlined 401(k) plan design with auto-enrollment and auto-escalation options
    • Simple payroll integration with Gusto, Zenefits, and other providers
    • 3(38) and 3(16) fiduciary services with administrative and investment support
    Build your plan

  • Most popular

    toolbox

    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
    Get a price estimate
  • white-glove-treatment

    Flagship

    Our most customizable plan with dedicated white-glove support and financial planning for employees.
    • Person
      To get a price estimate for our Flagship plan, please schedule a consultation with our Sales Team.

    Everything in Pro, plus:

    • Expanded compliance support covering mid-year ADP testing and projected allocations
    • Dedicated support from a Client Success Manager
    • Employees get unlimited access to our team of Certified Financial Planners™
    Schedule a consultation

Already have a 401(k) plan?

We’re here to help you seamlessly convert your existing plan.

Schedule a consultation

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.

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  • 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.

Your better 401(k) starts now.

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