Vestwell

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Vestwell is a modern digital retirement platform transforming workplace savings programs like 401(k) and 403(b). It provides an intuitive, scalable, and cost-effective solution for employers, employees, and financial institutions. With user-friendly tools and seamless integrations, Vestwell simplifies plan administration while empowering participants to manage their investments easily. Designed for accessibility and efficiency, it’s an ideal solution for small businesses and financial partners.

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Pricing and Features

Vestwell offers several pricing options for its 401(k) plans, which can be summarized as follows:

Bundled Solutions

Workplace: A simple solution for businesses starting their first plan. No specific price mentioned.
Plus: A more robust solution ideal for businesses with existing plans. No specific price mentioned.
Flex: A great option for businesses seeking plan design flexibility at an affordable and bundled price point. No specific price mentioned.

Unbundled Solution

Recordkeeping Only: For businesses that want to use their own Third Party Administrator. No specific price mentioned.

Patriot Exclusive Pricing

Basic:
- $80/mo
- Includes: 1:1 onboarding contact & dedicated service team, payroll integration with Patriot, 3(16) plan administration and 3(38) investment management, recordkeeping and custody, standard plan design options including basic safe harbor features & optional hardship withdrawals and loans.
Full Service:
- $100/mo
- Includes everything in Basic, plus: expert plan design consultation, complex eligibility options including hours-based eligibility, flexible vesting options, extended safe harbor and profit-sharing features, discretionary match options.
Solo K:
- $80/mo
- Includes: 1:1 onboarding contact & dedicated service team, payroll integration with Patriot, 3(16) plan administration and 3(38) investment management, recordkeeping and custody, flexible plan design options.

Employee Pricing

Active Employees: $8 / month.