patriot
Limited time offer: Sign before August 31st, 2026 and claim $0 base fees until the end of the year for eligible Safe Harbor Plans3
Aambocddeerfngrheitaibrcedmeefngthbieanbecfdietfbguhiilatbfcodreyfoguhribaubscidneefsgsh.i
Patriot has partnered with Vestwell to offer a customizable, streamlined, and affordable retirement plan for your workforce. Join more than 500,000 businesses across all 50 states enabled by Vestwell’s modern savings platform.
Sign within 48 hours and we’ll also waive your setup fee4.
- 500K+ businesses enabled
- 2M active savers
- $50B+ assets saved across all 50 states
Solo(k)
A 401(k) for self-employed individuals.
$80 USD/month
Including:
- ✓ Dedicated service team
- ✓ $23,500 contribution limit
- ✓ Preset plan designed features
- ✓ Contribute as both “employee” and “employer”
Starter(k)
A simplified 401(k) for first-time plans.
$39 USD/month
Participant Fee
+$8/month per active participant
Including:
- ✓ Dedicated service team
- ✓ $6,000 contribution limit
- ✓ Preset plan designed features
- ✓ No employer contributions
Basic
A flexible 401(k) for businesses that want more options as they grow.
$80 USD/month
Participant Fee
+$8/month per active participant
Including:
- ✓ 1:1 onboarding contact
- ✓ $24,500 contribution limit
- ✓ Traditional and Safe Harbor Plan Designs
- ✓ Employer contributions
Full Service
Our most popular option for new and transferring plans, with expanded plan features.
$100 USD/month
Participant Fee
+$8/month per active participant
All Workplace features, and...
- ✓ Plan Design Consultation Available with Vestwell Specialist
- ✓ Plan transfer support
- ✓ Enhanced profit sharing and employer match options
- ✓ Additional vesting abilities
Live plan tracking
See participation and savings progress in real time from your employer dashboard or the Vestwell mobile app.
Built-in tax savings
Take advantage of federal tax credits that can cover most—or all—of your plan costs, helping your business and employees save more.
Dedicated support
From setup to compliance and beyond, you’ll work with a dedicated team that knows your business and your plan.
Multilingual platform
Our platform supports 18 languages, with call support in 240+, so every employee can save confidently in the language they know best.
Easy setup in minutes
Connect your Patriot payroll account and launch your plan in under 30 minutes—no paperwork, no back-and-forth.
Automatic payroll submissions
Every time you run payroll, employee contributions sync automatically—no manual uploads or missed deductions.
Always up to date
From new hires to savings rate changes, your plan stays up to date without extra effort.
I wear many hats, and I can’t afford to just add layers and layers of administration onto my plate. That’s why I really appreciated the seamless integration between Vestwell and Patriot.
Lets see your potential savings!
If you start a qualified retirement plan with auto-enrollment, you may qualify to earn more than $150,000 in tax credits over a three-year period.
Notes
1 Vestwell, 2024 Saving Trends Report, www.vestwell.com/read/2024-saving-trends-report.
2 Average of Vestwell funded plans between 2021 and 2023.
3 $0 base fee applies for the first six months of the active plan for all Intuit Customers that execute a new Vestwell services agreement by August 31st, 2026. After 6 months, standard base fees for each plan will apply. Additional fees may apply including investment advisory and fees record keeping services.
4 Sign our services agreement with 48 hours to be eligible for a waived set up fee.