Transparent pricing you can understand
The financial services industry is rife with opaque costs and hidden fees. We make our pricing fully transparent so you never have to guess how much you or your employees are paying.
The Basics
The Details
See the full breakdown of costs and where it all goes.
Plan Administration
These costs cover your plan administration, recordkeeping, custody, payroll integration, reporting, cloud-based platform, and a dedicated service team. We partner with
Prices as of April 11, 2023
$500 (Standard) / $1250 (Flexible) one-time set up fee
Standard Plan
$175 + $8/per participant monthly
- Auto-enrollment optional
- Flexible eligibility options
- Loans & hardships optional
- Vesting optional
- Profit Sharing (pro-rata) option*
- Company Safe Harbor Match options
- Plan consultation
Flexible Plan
$250 + $8/per participant monthly
- All Standard Plan options
- Cash balance
- Customized plan design
- Custom exclusions
- Custom eligibility
Just Futures Fee
These costs cover 3(38) fiduciary responsibilities. This includes the management of our values-aligned investment portfolio options, regular rebalancing based on performance and seeking out new investment opportunities. These fees are paid as a percent of assets being managed, either by the sponsor or participant.
Nonprofit preferred pricing
0.30%
Business pricing
0.70%
Fund Fees
These costs are affiliated directly with the funds in the portfolio and are paid directly from the participant’s invested funds.
*Fees are subject to the discretion of the Fund Manager and its applicable offering documents, prospectus or private placement memorandum.
Average fund fees
0.33% - 0.46%*