401(k) price match offer
A new standard for value with our Price Match Guarantee.
As a Retirement Industry DisruptorTM, we’re improving transparency for plan pricing with a first-of-its-kind guarantee. We will match the total cost of any verified offer from a competing retirement plan provider.1
We guarantee the lowest cost
Our promise is simple: if a business receives a lower verified offer for a comparable retirement plan, Human Interest will match or beat it, dollar for dollar.
Guarantee we’ll match total cost
We’ll match the total financial commitment an organization makes for a retirement plan, ensuring we are the same or lower than a customer’s existing or alternate provider.
Compensation if we don’t match
Financial compensation ensures you get maximum value.
Value and transparency
The Price Match Guarantee helps reduce the guesswork associated with selecting a retirement plan for your employees. It takes a comprehensive look at the total financial commitment including:
Annual administration fees: The primary costs associated with operating the plan.
Per participant fees: Fees paid per number of participants, which can often be opaque.
Transaction fees: Costs related to plan restatements, loans, distributions, or other employer or participant-initiated events.
Asset-based fees: Service fees based on the plan’s total assets2.
Annual large plan audit fees: Costs for an independent auditor to audit the operations of a company’s retirement plan, ensuring compliance with regulations.
Accountability and confidence
Our commitment to price transparency - and creating a higher standard - helps customers feel confident knowing they are getting the best possible offer.
Customers must submit verifiable documents detailing the competitor costs.
Human Interest will review and prepare a comparative analysis.
If agreed upon, the total credit will be documented on the new customer's order form.
If Human Interest is unable to match the total annual cost of a plan with a competitive recordkeeper, but the customer still launches a plan with Human Interest, we will provide a one-time credit to the new plan in an amount equal to the final difference between the total annual costs.
Customer Testimonial
“I worked with two other 401(k) companies prior to Human Interest. We switched because they were so easy to work with. It’s seamless — they integrate with my payroll and support is fantastic.”
- Becky O’Neil, President & CEO, Becky’s Pet Care
(Customer for 3 years)
Human Interest solicited clients for testimonials. Solicitation may make a client more likely to portray Human Interest favorably. Testimonials may not be representative of the experience of others, and past success does not guarantee future results. Read our full disclosures.
Your 401(k) provider should do the work
That's why we launch 1 in 3 new 401(k) plans, the most of any provider3