Essentials
$80 a month
+$5/month per eligible employee · Payroll integrations · Automatic enrollment · Employee cash-back incentive
Checked 23 Sep 2026
+$5/month per eligible employee · Payroll integrations · Automatic enrollment · Employee cash-back incentive
Checked 23 Sep 2026
+$7/month per eligible employee · Includes Essentials features · 3(16) fiduciary services · IRS Form 5500 signed and filed · ERISA fidelity bond · Loan and distribution approval
Checked 23 Sep 2026
+$9/month per eligible employee · Includes Complete features · Named account manager · Compliance monitoring · DOL audit defense · Tax Savings Maximizer
Checked 23 Sep 2026