WealthRabbit Support
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Get answers to all your questions about the application process and SIMPLE IRA here
How much does it cost to set up a retirement plan through WealthRabbit?
Setting up a retirement plan with WealthRabbit is simple and affordable.
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For SIMPLE IRA plans, pricing is $29/month plus $4 per employee/month.
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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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Get in touch with our dedicated support team Contact Us
