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 가격 책정: Vestwell은 소규모 스타트업부터 대규모 조직까지 비즈니스 규모에 맞춰 다양한 퇴직 및 직장 저축 솔루션을 제공합니다. 플랜에는 다양한 401(k) 유형, 교육 저축, 맞춤형 옵션이 있는 특수 혜택이 포함됩니다.
아래의 Vestwell 분석을 확인하여 귀사 팀의 저축 목표에 적합한지 확인해 보세요.
더 많은 정보가 필요하신가요? 소규모 비즈니스를 위한 최고의 퇴직 플랫폼은 무엇인지 관련 기사를 확인하거나 Vestwell을 정했다면 오늘 바로 시작해 보세요.
- 빠른 설정
- 저렴한 401(k) 옵션
- 자동 급여 동기화
- 1:1 온보딩 지원
- 다국어 지원(18개 언어)
적합한 플랜을 찾을 준비가 되셨나요? Vestwell 팀에 오늘 견적을 요청하세요.
[Vestwell 사용해 보기] (https://www.vestwell.com/contact-sales/)
Vestwell은 솔로 기업가부터 대기업까지 모든 규모의 비즈니스에서 퇴직 플랜을 이용할 수 있도록 하는 데 중점을 둡니다. 신규 플랜을 위한 Starter(k)와 대규모 팀을 위한 보다 복잡한 Safe Harbor 401(k) 옵션 등 다양한 플랜을 제공합니다. 정확한 가격은 공개 사이트에 명시되어 있지 않지만, 자동화된 관리를 통해 '저렴한 플랜'과 '저비용 옵션'을 전문으로 합니다.
Safe Harbor 401(k)
가격: 명시되지 않음
지원되는 웹사이트: 명시되지 않음
최적 대상: 간소화된 규정 준수 및 최대 기여도를 원하는 비즈니스
환불 정책: 명시되지 않음
기타 기능: 간소화된 규정 준수, 최대 기여도, 자동 급여 동기화, 1:1 온보딩 지원
이 플랜은 복잡한 연간 규정 준수 테스트를 피하고 싶을 때 이상적입니다. 고액 연봉 직원들이 최대 금액을 기여하도록 보장하는 동시에 팀을 위한 보장된 매칭을 제공하는 훌륭한 방법입니다.
Starter(k)
가격: 명시되지 않음
지원되는 웹사이트: 명시되지 않음
최적 대상: 고용주 매칭 요구 사항이 없는 신규 퇴직 플랜
환불 정책: 명시되지 않음
기타 기능: 간소화된 설정, 저비용 구조, 자동화된 관리
귀사가 회사 최초의 퇴직 혜택을 시작하는 경우 Starter(k)를 선택하세요. 이는 관리 오버헤드 없이 저렴하고 관리하기 쉽도록 설계되었습니다.
Vestwell은 공개적으로 무료 플랜이나 무료 체험을 명시하고 있지 않습니다. 특정 비용 세부 정보나 서비스 계약에 대해 알아보려면 개인 맞춤 견적을 위해 '시작하기' 포털을 통해 팀에 문의할 수 있습니다.
[무료로 Vestwell 사용해 보기] (https://www.vestwell.com/contact-sales/)
더 많은 정보가 필요하신가요? 다음 리소스를 확인해 보세요.
[Vestwell 비용이 그만한 가치가 있나요?] (https://www.vestwell.com/resources/)
[소규모 비즈니스를 위한 401(k) 비용은 얼마인가요?] (https://www.vestwell.com/small-business-401k/)
[Vestwell 대 Performance] (https://www.vestwell.com/advisors/)
[Vestwell 보안 및 규정 준수] (https://www.vestwell.com/security/)
[Vestwell 환불 및 취소 정책] (https://www.vestwell.com/terms/)
[Vestwell 고객 후기] (https://www.g2.com/products/vestwell/reviews)
[Vestwell 문의처] (https://www.vestwell.com/contact-sales/)
[Vestwell 사례 연구] (https://www.vestwell.com/case-studies/)
자주 묻는 질문
Vestwell에서 무료 체험을 제공하나요?
아니요, Vestwell은 현재 무료 체험을 제공하지 않습니다. 하지만 플랫폼을 직접 확인해 볼 수 있도록 데모를 요청할 수는 있습니다.
Vestwell 설정 비용은 얼마인가요?
설정 비용은 선택하는 플랜과 회사 규모에 따라 달라집니다. 맞춤 견적을 위해 Vestwell에 문의하세요.
Vestwell 플랜을 언제든지 취소할 수 있나요?
예, 일반적으로 플랜을 취소할 수 있지만 퇴직 계좌에는 특정 종료 절차가 있을 수 있습니다. 자세한 내용은 서비스 계약서를 검토하세요.
Vestwell은 급여 통합을 지원하나요?
예, Vestwell은 190개 이상의 급여 제공업체와 통합되어 퇴직 기여금을 자동화합니다.
Vestwell은 어떤 종류의 지원을 제공하나요?
Vestwell은 1:1 온보딩 지원을 제공하며 규정 준수 및 관리에 도움을 주는 전담 서비스 팀을 보유하고 있습니다.
면책 조항
저희는 최신적이고 정확한 정보를 제공하려고 노력하지만, 가격 및 플랜 세부 정보는 변경될 수 있습니다. 항상 공식 웹사이트에서 최신 정보를 확인하세요. 이 사이트는 저희 링크를 통해 가입할 경우 수수료를 받을 수 있습니다.