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How much does it cost to set up a retirement plan through WealthRabbit?

Setting up a retirement plan with WealthRabbit is simple and affordable.

  • For SIMPLE IRA plans, pricing is $29/month plus $4 per employee/month.

  • For SEP IRA plans, it's just $6/month with no per-employee fee.

There are no setup fees. Your plan also includes onboarding support, employee education, and rollover assistance at no extra cost.

For accountants, we offer tier-based pricing based on the number of clients they manage. Discounts start at 5% for 1–10 clients and go up to 20% for 51+ clients.

Setting up a retirement plan with WealthRabbit is simple and affordable.

  • For SIMPLE IRA plans, pricing is $29/month plus $4 per employee/month.

  • For SEP IRA plans, it's just $6/month with no per-employee fee.

There are no setup fees. Your plan also includes onboarding support, employee education, and rollover assistance at no extra cost.

For accountants, we offer tier-based pricing based on the number of clients they manage. Discounts start at 5% for 1–10 clients and go up to 20% for 51+ clients.

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