Vestwell provides retirement and workplace savings solutions with pricing tailored to business size, ranging from small startups to large organizations. Plans include various 401(k) types, educational savings, and specialty benefits with custom-built options available for complex needs.
Check out our breakdown of Vestwell below to see if it's the right fit for your team's savings goals.
Looking for more information? Check out our article: What is the best retirement platform for small businesses? Or if you're set on Vestwell, get started today.
- Quick Setup
- Low Cost 401(k) options
- Automated Payroll Sync
- 1:1 Onboarding Support
- Multilingual Support (18 languages)
Ready to find the right plan? Request a quote from Vestwell's team today.
[Try Vestwell] (https://www.vestwell.com/contact-sales/)
Vestwell focuses on making retirement plans accessible for businesses of all sizes, from solo entrepreneurs to large enterprises. They offer a range of plans like the Starter(k) for new plans and more complex Safe Harbor 401(k) options for larger teams. While exact pricing is not explicitly stated on the public site, they specialize in 'affordable plans' and 'low-cost options' with automated administration.
Safe Harbor 401(k)
Price: Not explicitly stated
Websites Supported: Not explicitly stated
Best For: Businesses wanting simplified compliance and maximized contributions
Refund Policy: Not explicitly stated
Other Features: Streamlined compliance, Maximized contributions, Automated payroll sync, 1:1 onboarding support
This plan is ideal if you want to avoid complex annual compliance testing. It’s a great way to ensure your highly-compensated employees can contribute the maximum amount while providing a guaranteed match for your team.
Starter(k)
Price: Not explicitly stated
Websites Supported: Not explicitly stated
Best For: New retirement plans with no employer match requirements
Refund Policy: Not explicitly stated
Other Features: Simplified setup, Low-cost structure, Automated administration
Choose the Starter(k) if you are launching your company’s very first retirement benefit. It is designed to be affordable and easy to manage without the overhead of an employer matching program.
Solo(k)
Price: Not explicitly stated
Websites Supported: Not explicitly stated
Best For: Self-employed professionals
Refund Policy: Not explicitly stated
Other Features: Tax-advantaged savings, Streamlined design for single-person businesses
If you run your own business with no employees, this is the perfect fit. It offers the same high contribution limits of a 401(k) but with much simpler administration tailored for one person.
Traditional 401(k)
Price: Not explicitly stated
Websites Supported: Not explicitly stated
Best For: Growing businesses needing flexible contribution options
Refund Policy: Not explicitly stated
Other Features: Various employer matching options, Scalable platform, Custom-built benefits
This is the most flexible choice for companies that want to customize their vesting schedules and matching formulas. It scales perfectly as your workforce grows and your needs become more complex.
Vestwell does not explicitly state a free plan or free trial. For specific cost details or to learn about their service agreements, you can reach out to their team through the 'Get Started' portal for a personalized quote.
[Try Vestwell For Free] (https://www.vestwell.com/contact-sales/)
Need more information? Check out these resources.
[Is Vestwell worth the cost?] (https://www.vestwell.com/resources/)
[How much does a 401(k) cost a small business?] (https://www.vestwell.com/small-business-401k/)
[Vestwell vs Performance] (https://www.vestwell.com/advisors/)
[Vestwell Security and Compliance] (https://www.vestwell.com/security/)
[Vestwell Refund & Cancellation Policy] (https://www.vestwell.com/terms/)
[Vestwell Customer Reviews] (https://www.g2.com/products/vestwell/reviews)
[Vestwell Contact Information] (https://www.vestwell.com/contact-sales/)
[Vestwell Case Studies] (https://www.vestwell.com/case-studies/)
Frequently Asked Questions
Does Vestwell offer a free trial?
No, Vestwell does not offer a free trial at this time. However, you can request a demo to see the platform in action.
What are the setup fees for Vestwell?
Setup fees vary depending on the plan you choose and the size of your company. Contact Vestwell for a custom quote.
Can I cancel my Vestwell plan at any time?
Yes, you can typically cancel your plan, but there may be specific termination procedures for retirement accounts. Review your service agreement for full details.
Does Vestwell support payroll integration?
Yes, Vestwell integrates with over 190 payroll providers to automate your retirement contributions.
What kind of support does Vestwell provide?
Vestwell provides 1:1 onboarding support and has a dedicated service team to assist with compliance and administration.
Disclaimer
We provide the most up-to-date and accurate information we can find, but pricing and plan details can change. Always check the official website for the latest information. This site may earn a commission if you sign up through our links.
The the the the standard the only the best advice was general advice. Right, okay, but to summarize: general advice, which is great, was what set them apart relative to other firms? It sounds like they took the time to understand your business, up front. There was a lot of Discovery involved and an attempt to understand what was needed, and then they stayed in touch throughout. That’s unusual, right? That’s not normal, really?</b></h4> Well, it was for us because we really needed it. I was doing a lot of things myself, and they certainly helped take that load off. <h4><b>And going back to it, you mentioned the flexibility of the platform. Is that something that you found because you and some of the other members of the leadership team wanted different things? Can you give me examples of how that sort of played out in your decision making?</b></h4> Yes, very much. Some of our employees wanted a very “set and forget” kind of investment experience. Other people wanted a very engaged kind of experience, where they went in and selected exactly what was in their portfolio. <h4><b>So high specificity vs very low.</b></h4> Yes. And there was a lot of information for either user. It served people with different levels of sophistication. Also, that digital experience is so clear. It’s accessible in a way that, from my vantage point as a leader to the employees, it was really professional looking. It reflects well on the benefit that we’re providing them if they can clearly see where their money is, how it’s being invested and that user interface is clean. I definitely enjoyed that part. <h4><b>Did that reduce administrative questions because they can solve it through the user interface?</b></h4> Yes, absolutely. It was definitely a reduction in common administrative questions relative to the plan that we moved from. <h4><b>Got it. Now what type of individual would you say then is best suited for this? It sounds like we talked a clear UI, great customer service, flexible for different types of investment experience. You’re small to mid sized. Is that the pocket?</b></h4> We range between 20 to 50 employees, which I think is a great size for it. For a company our size, we’re still looking to be very nimble and provide benefits that are as good as any major corporation. But we aren’t a corporation. We don’t have an HR department of 20 people. So having a platform that can kind of stand in as some of that administrative support is really great for a company our size. <h4><b>What are some considerations to take into account before buying the software?</b></h4> I felt like this was a decision that our CFO and our COO had the most and best input on. Having a clear idea of what our expectations were from those perspectives on the onset; like how are they gonna integrate with our payroll? It turned out they did and they made it easy. But going in, we and our partners had questions. I think the administrative piece and how much do we want to put on our team versus how much do we want them to do was an initial question, and they answered that very well. <h4><b>Looking back on the process of making that decision, is there anything you would change or do differently? </b></h4> There was so much discovery. I mean, we really took our time to choose a provider we liked, so there isn’t much. I was in those calls and it were relatively short, maybe 30 minutes to talk about our specific needs. One of the things that I thought was very helpful early on was that they provided multiple options. So it wasn’t like we just had one plan or we have to choose this specific version of their tool. They looked at our user base, what we said we were looking for and provided us with a range of options of where we could start and then how we could grow together. I felt we went with that path and started small and then grew the plan as our company grew. That was actually perfect. <h4><b>Final question. On a scale of 0 to 10, how likely are you to recommend it to a friend or colleague?</b></h4> I’d definitely give it a 10. We have been really happy and our employees seem very satisfied as well. <h4><b>Good. That’s probably the best metric of all. Thank you very much, David.</b></h4> Thank you. Have a great day. <h4><b>You too.</b></h4> Buy Vestwell See More Reviews Read Our Full Vestwell Retirement Review <i>The transcript has been edited for clartiy.</i> [short_pricing] => Vestwell offers flexible subscription plans starting at $9/month. Pricing scales based on word count and messages, with options for monthly or yearly billing. [how_much] => At Vestwell, the cost structure is designed to be affordable for businesses of all sizes, with transparent pricing and no hidden fees. Monthly plans start at a base rate and then add a per-participant fee, ensuring businesses only pay for the employees using the service. For larger organizations, custom quotes can be provided to meet specific requirements. Billing options are flexible, with both monthly and annual payment plans available. [pricing_range] => $12–$49/month [pricing_types] => [
Vestwell pricing: Vestwell provides retirement and workplace savings solutions with pricing tailored to business size, ranging from small startups to large organizations. Plans include various 401(k) types, educational savings, and specialty benefits with custom-built options available for complex needs.
Check out our breakdown of Vestwell below to see if it's the right fit for your team's savings goals.
Looking for more information? Check out our article: What is the best retirement platform for small businesses? Or if you're set on Vestwell, get started today.
- Quick Setup
- Low Cost 401(k) options
- Automated Payroll Sync
- 1:1 Onboarding Support
- Multilingual Support (18 languages)
Ready to find the right plan? Request a quote from Vestwell's team today.
[Try Vestwell] (https://www.vestwell.com/contact-sales/)
Vestwell focuses on making retirement plans accessible for businesses of all sizes, from solo entrepreneurs to large enterprises. They offer a range of plans like the Starter(k) for new plans and more complex Safe Harbor 401(k) options for larger teams. While exact pricing is not explicitly stated on the public site, they specialize in 'affordable plans' and 'low-cost options' with automated administration.
Safe Harbor 401(k)
Price: Not explicitly stated
Websites Supported: Not explicitly stated
Best For: Businesses wanting simplified compliance and maximized contributions
Refund Policy: Not explicitly stated
Other Features: Streamlined compliance, Maximized contributions, Automated payroll sync, 1:1 onboarding support
This plan is ideal if you want to avoid complex annual compliance testing. It’s a great way to ensure your highly-compensated employees can contribute the maximum amount while providing a guaranteed match for your team.
Starter(k)
Price: Not explicitly stated
Websites Supported: Not explicitly stated
Best For: New retirement plans with no employer match requirements
Refund Policy: Not explicitly stated
Other Featu
