401(k) Benchmarking Guide: Evaluate Your Retirement Plan

Save valuable time with this expert head-start

Average 401(k) fees have dropped precipitously as new regulations and technology force traditional providers to compete. Are you and your employees paying too much?

Periodically benchmarking your company retirement plan is important to ensuring its compliance, value, and impact -- but it's hard to know where to begin. We created the 401(k) Benchmarking Guide to help you compare your fees and determine what to ask when evaluating providers.

Get it to better assess the five key elements found in every successful 401(k): Low Cost: Keep both administrative and investment fees in checkEmployee Experience: Helps employees take advantage & save moreInvestment Help: Offers low-fee options like target date fundsAdministrative Work: Limits day-to-day 401(k) administrationCompliance: Ensures your plan meets DOL and IRS requirementsComplete the form above to get the guide, or click below to get in touch and let us help you benchmark your plan!​

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This material has been prepared for informational and educational purposes only and should not be construed as a recommendation by ForUsAll, Inc., its affiliates or employees (collectively, “ForUsAll”)  to activate a cryptocurrency window or invest in crypto.  Investing in crypto can be risky and investors must be able to afford to lose their entire investment.  You should consult with your own advisers before activating a cryptocurrency window or investing in crypto.  ForUsAll does not provide legal, tax, or accounting advice. Please refer to your Plan's fee disclosure for more details.© 2023 ForUsAll, Inc. All rights reserved.
1 Schwab 2022 401(k) Participant Study - Gen Z/Millenial Focus, October 2022.
2 As of 12/31/2022. Employees include both current employees and terminated participants with a balance.
3 "Morgan Stanley At Work: The Value of a Financial Advisor" Morgan Stanley, March 2022.
4 Sarah Britton was a client when she provided this testimonial through an independent third party review website. She received no compensation for her remarks. There are no known conflicts of interest in the provision of her comments related to the services provided.