Employers sizeCompanies of any size
Pricing structureEmployers pay a flat fee of $1,500/annually plus as little as $4 per month per employee. Employees pay 0.25% on assets and a one-time onboarding fee of $500. Employers may choose to allocate some of all of the above fees to employees.
More 401(k) for less.
Offering a 401(k) has never been easier. Betterment simplifies your plan administration, making it easy for you to offer your employees a better 401(k) in only a few minutes—all for less than what some other providers cost.
Important Note: Companies with fewer than 100 employees may qualify for as much as $16,500 in tax credits over 3 years to help offset start-up costs.
Employer Setup Process
A better 401(k) doesn’t have to be hard. If you’re offering your employees a 401(k) for the first time or moving from another 401(k) platform, Betterment’s onboarding flow means you can get started fast. We’ll do the heavy lifting; you’ll spend as little as 1 hour setting up your plan—even less if you’re starting a new plan.
Please contact Betterment via our website to get a personalized quote and implementation proposal.