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small business.

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Product Features

Navigating the complexities of retirement savings can be quite challenging. That is why we make saving for the future more manageable and affordable.


We recommend the plan that best fits small business needs, whether that's a Pooled Employer Plan (PEP), traditional 401(k), or a Solo 401(k).

Transparent Pricing

We know that you don't have the time to jump through a million hoops to get a quote, so we've made our pricing simple.


One-time set-up fee
(Waived for first-time plans)


No asset under management fees


subscription fee


employee fee

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How much will your retirement plan cost?

Plan Cost

Monthly subscription fee


Monthly employee fees ($8 per employee)


Monthly cost


Annual plan cost


*The $500 set up fee is waived for first-time plans.

Employer Tax Credits

By offering a retirement plan, your company may be eligible for some real nice tax credits. You can read more here.

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Press and news

Forbes logoMarch 16th, 2022

A Fintech Makes It Easy For Small Businesses To Offer 401(k) Retirement Benefits

Smart, the daughter of Korean immigrants who own a grocery store and restaurant, saw how her parents sacrificed to provide for their children and employees while neglecting to save for their retirement.

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Slauson and co. logoMarch 3rd, 2022

Building a New Generation of Wealth

Twenty years into a successful career in finance, Jean Smart knew it was time to reassess her priorities and shuffle the board. “I’ve seen this moment referred to as the Great Resignation for younger generations but for me, it’s the Great Reinvention,” says Jean.

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Money logoFebruary 3rd, 2022

The Faces of Personal Finance Are Changing, and These Trailblazers Are Forging a More Inclusive Path

Smart is hopeful about the future. She named her company after someone who embodies why it’s so important to her to help make the financial industry more inclusive: her 10-year-old daughter Penelope.

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