We’re on a mission to help more Americans save for retirement by providing low-cost 401(k) plans to small businesses.
Automated onboarding for employees
No asset-based or transaction fees
Starting at $3 per employee per month
First 3 months of admin fees are waived for Experian customers
Plans are eligible for up to $16,500 in tax credits*
We handle the details for compliance testing and reporting to the IRS
Create your retirement plan in just 15 minutes and save up to $875!
To Get Started Tell Us About Your Business
Building Wealth for Retirement Should be Easy and Accessible. For Everyone.
That’s why we've streamlined everything about 401(k) plans to make them simple, affordable, and easy to manage for businesses of any size.
Transparent Pricing
Flat-fee subscription plan
Starting at $3/participating employee per month
No asset-based and transaction fees
Get Started in 15 Minutes
Tell us about your business
Select eligibility requirements
See your detailed plan
Penelope Takes Care Of
Compliance testing
Annual reporting to the IRS
Serving as your digital recordkeeper
Simple & Transparent Pricing
401(k) plan shouldn't be so complicated
We've designed our retirement plans to streamline decision-making for busy business owners. Our plans feature Vanguard funds for best-in-class performance. Start growing wealth for yourself and your employees without the hassle of sifting through endless options.
Take Advantage of Secure Act 2.0
There’s never been a better time to start a 401(k) Plan
If you’re starting a new 401(k) plan your business may be eligible to receive up to $16,500 in tax credits* over the plan’s first three years to help offset initial plan costs.
Stand Out From The Crowd
Attract and retain the best employees with a retirement plan
The cost of losing and retraining an employee can add up. 92% of workers say that retirement plans, along with healthcare, are a key reason for staying. Bolster your benefits with a cost-effective and straightforward plan.
Fast. Simple. Fair.
Experian customers can save up to $875!
We’re waiving our $500 set-up fee and our monthly subscription cost for 3 months.
Automated onboarding for employees
No asset-based or transaction fees
Starting at $3 per employee per month
First 3 months of admin fees are waived for Experian customers
Plans are eligible for up to $16,500 in tax credits*
We handle the details for compliance testing and reporting to the IRS
To Get Started Tell Us About Your Business
Save up to $875 right now.
*Please consult with your accountant for personalized financial advice.
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