Pricing
Simple Pricing. No Surprises. Maximum Value.
At NetWellth, we make pricing simple and transparent, so you know exactly what you’re paying for. No hidden fees, no kickbacks, and no complicated structures—just straightforward costs that help your business and employees thrive.
NetWellth Best Price Guarantee
If you find a comparable 401(K) solution offering the same level of service, transparency, and features at a lower total cost, we’ll match our competitors price and waive 100% of your service fee for 1 year.
At NetWellth, we believe delivering exceptional workplace retirement plans shouldn’t come at an exorbitant cost. That’s why we stand behind our Best Price Guarantee—ensuring your organization receives the most value for your investment.
Pricing Breakdown
That's it, nothing more. Ever.
$780
per year
Flat Fee for Recordkeeping
($65/month)
$96
per year
Per Participant Fee for Administration
($8/month)
0.30%
of annual Plan assets
Ongoing Compliance and Support
Every NetWellth Client receives:
- Onsite and Online Employee Engagement: Empower your workforce with tools, resources, and financial education they’ll actually use.
- Seamless Technology: Our platforms make managing your Plan simple and efficient.
- Automated Compliance: 3(38) and 3(21) Plan Fiduciaries stay on top of regulations without you having to breaking a sweat.
- Transparent Investment Options: No kickbacks, no hidden costs—just smart investments for your team.
Minimum Plan Size:
We work with organizations with a minimum of 15 employees and at least $1 million in 401(K) assets.
Custom Pricing for Larger Plans:
For plans with over $10 million in assets, we offer custom pricing designed to fit your unique needs.