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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

Plan Administration
Just Futures Fees
Average Fund Fees
Total Cost

The Details

See the full breakdown of costs and where it all goes.

Plan Administration

These costs are paid to Vestwell and cover your plan administration, recordkeeping, custody, payroll integration, reporting, cloud-based platform, and a dedicated service team. We partner with VestwellVestwell is our technology partner for plan administration. to provide “one-stop shop” plan administration services for you. Typically these costs are paid directly by the sponsoring organization.

Prices as of April 26, 2024

$250 (Plus) / $1000 (Flexible) one-time set up fee

Plus Plan

$160 + $7/per participant monthly
  • Auto-enrollment optional
  • Flexible eligibility options
  • Loans & hardships optional
  • Vesting optional
  • Profit Sharing option*
  • Company Safe Harbor Match options
  • Plan consultation
*Annual $1,000 cross-testing fee applies for New Comparability profit-sharing contributions

Flexible Plan

$240 + $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 to the fund manager. They are assessed 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

0.20% - 0.24%*