401(k) Calculator

Are your 401k Plan Fees too high?

Enter your plan’s information and see what the total costs could be

 






Your Total Plan Costs Could Be calc% or $calc!

From our experience, your cost numbers don’t look right. Contact us and we’ll make sure they’re accurate.

Your costs look pretty good! Contact us if you’d like to double check your plan.

It looks like you could reduce your plan costs! Contact us to find out how.

Your plan costs look very high! Contact us to find out how your company and your employees can benefit from a lower cost plan.

You did not enter your current plan costs. Contact us and we can help you determine what they are. In the meantime, take a look at the hypothetical comparisons in the table below.

Your Total Plan Costs Could Be Compare to your Current Costs
In Dollars $ XXX,XXX.00 $ XXX,XXX.00
In % of Assets X.X% X.X%
Your projected 5-year savings $ $ XX,XXX.XX

Don’t know your current plans costs? Here are a range of possibilities

Hypothetical Total Plan Cost
What your $ cost would be if you were paying:
1% of assets 1.5% of assets 2% of assets
Total One Year Cost $ XXX,XXX.00 $ XXX,XXX.00 $ XXX,XXX.00
Your projected 5-year savings $ XX,XXX.00 $ XX,XXX.00 $ XX,XXX.00

Want a Full Fee Analysis report?

Email us your 408(b)(2) Fee Disclosure and we’ll send you a free cost analysis.

It’s also very important not to look at costs alone. Learn more about our 401(k) advisory service.