Pricing

Transparent and low-cost 401(k) pricing

We are an independent 401(k) advisor specializing in low cost 401(k) plans for small and medium sized businesses. Our goal is to craft a low cost retirement plan by finding you the right fund lineup and recordkeeper. Talk to us today and let us estimate your all-in cost on up to three recordkeepers.

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ForUsAll’s Transparent & Budget-Friendly Pricing

Assets Employer Fee Advisory Fee (% of assets)
< $250k $200 per month 0.35%
$250k to $5m none 0.35%
$5m to $20m none 0.30%
$20m to $50m none 0.25%
$50m + none 0.20%

Our advisory fee is always low, but varies depending on the size of your plan. Keep in mind that the all-in cost of a 401(k) is comprised of recordkeeping, custodial, and average fund cost in addition to our fee. Let us know your current plan’s assets and number of employees, and we’ll estimate your all-in cost on up to three recordkeepers with a diversified, low-fee investment line up.

Components of a 401(k) plan’s cost

A 401(k) plan comes with hard costs – money paid by your company, as the plan sponsor, and fees paid by your employees, usually as a percent of their savings. This can make it harder to fully understand the cost of your company’s plan. We’d be delighted to help you review yours and see if a different 401(k) advisor could help you and your employees save more.

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