Individual Pricing

Business Pricing

Our Pricing Plans

Whether you’re a solopreneur or have 100+ employees, we have a solution to fit your needs, and we’re here to support you as you grow!

SEP IRA

$0 /month base fee
+ $3 per active participant

Best for small business owners with a few or no employees.

SIMPLE IRA

$0 /month base fee
+ $3 per active participant

Incentivize employees to save by matching their contributions.

401(k)

$49 /month base fee
+ $8 per active participant

Increased contribution limits and profit-sharing options available.

All plans incorporate our % AUM fee structure which can be found here.

Retirement Plan Comparison

Features SEP IRA SIMPLE IRA 401(k) Solo 401(k)
Maximum Number of Employees 100 100 Any None; can include spouse if employed
2022 Contribution Limits
Annual Contribution Limits $61,000 $14,000 $61,000 $61,000
Catch-up Contribution (age 50 or older) n/a $3,000 $6,500 $6,500
2023 Contribution Limits
Annual Contribution Limits $66,000 $15,500 $66,000 $66,000
Catch-up Contribution (age 50 or older) n/a $3,500 $7,500 $7,500
Additional Features
Allows Employee Contributions
Allows Employer Contributions
Mandatory Employer Contributions
Additional Plan Types n/a n/a • Traditional 401(k)

• Roth 401(k)

• Safe Harbor 401(k)

• Automatic Enrollment

• Traditional 401(k)
Employer Contribution Matching Options n/a 2% nonelective or up to 3% matching Depends on plan type; offers both nonelective and matching n/a
Annual IRS Filing Required No No Yes Depends
Additional Plan Features n/a n/a Profit-sharing, age-weighted, and new comparability available Profit sharing: 25% of compensation or special rules for self-employed
Can Atticus help your business set up and manage this plan? ✓ YES! ✓ YES! ✓ YES! ✓ YES!