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- Vestwell
On the recordRead 8 Oct 202613 facts
Vestwell
New York, NY, United States
Plans and prices
Solo(k)
$45a month
0.30% asset-based fee · One-time origination fee may apply · $150/year for spouse (optional) · First-time plans for self-employed individuals and spouses
Read 8 Oct 2026 · vestwell.com
Starter(k)
$49a month
$8/month per active participant · 0.20% asset-based investment management fee · First-time plans with eligible payroll providers · Preset plan design; no employer contributions
Read 8 Oct 2026 · vestwell.com
Workplace
$125a month
$8/month per active participant · 0.20% asset-based investment management fee · One-time setup fee may apply · First-time plans
Read 8 Oct 2026 · vestwell.com
Plus
$175a month
$8/month per active participant · 0.20% asset-based investment management fee · One-time setup fee may apply · First-time plans and plan transfers
Read 8 Oct 2026 · vestwell.com
On the record
- Additional fees
- The employer pricing page says optional add-ons, such as managed accounts and the plan document maintenance program, may cost extra.vestwell.com · read 8 Oct 2026
- Audits
- Vestwell says independent firms conduct SOC 1 and SOC 2 audits, penetration testing, and anti-money laundering audits.vestwell.com · read 8 Oct 2026
- Company founding
- Vestwell says the company was born on September 9, 2016.vestwell.com · read 8 Oct 2026
- Integration limits
- Payroll integrations may be full or partial, and some payroll companies may charge fees that are passed to the plan or employer.vestwell.com · read 8 Oct 2026
- Payroll integrations
- Vestwell says it connects with 190+ payroll providers and automates contributions, deferral changes, and employee eligibility tracking.vestwell.com · read 8 Oct 2026
- Platform
- Its proprietary platform is cloud-based and includes employer and advisor portals, digital onboarding, dashboards, compliance tools, and payroll connections.vestwell.com · read 8 Oct 2026
- Promotion
- New and converting defined contribution plans can qualify for three months without Vestwell base and participant fees if they sign before November 15, 2026; exclusions apply.vestwell.com · read 8 Oct 2026
- Saver tools
- The mobile app lets savers track progress, manage contributions, and access accounts, while the portal supports 18 languages and call support is available in 240+ languages.vestwell.com · read 8 Oct 2026
- Security
- Vestwell states it uses TLS 1.3 in transit, AES-256 at rest, and rotates encryption keys every 90 days.vestwell.com · read 8 Oct 2026
- Support
- Employer support is available by email, phone, and logged-in live chat Monday through Friday, 9 a.m. to 6 p.m. ET.support.vestwell.com · read 8 Oct 2026
- What it does
- Vestwell provides savings programs spanning retirement, education, healthcare, emergency savings, student loan repayment, and disability savings.vestwell.com · read 8 Oct 2026
- Who it serves
- Vestwell says it partners with employers, financial institutions, payroll providers, and governments.vestwell.com · read 8 Oct 2026
