$175 per month + $8/month per active participant + 0.20% asset-based investment management fee. One-time setup fee (may apply). Our most popular option, available for businesses transferring an existing plan and new plans, with more flexible plan features.
Plan Availability: First-time plans and plan transfers
Plan Design: Flexible options and employer contributions, such as discretionary match options
Onboarding: 1:1 onboarding contact with specialist plan design consultation available