401(k) Plan Cost Estimator

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Calculate Your 401(k) Costs

At a glance, your 401(k) might look like a good deal, but if you dig deeper, you could find kickbacks, commissions, and incentives—additional costs that cut into your employees’ savings. How do you know where to look? We can help. Our free cost estimator makes it easy to see whether you and your employees are paying too much for your 401(k) plan. Download the cost estimator to:

Estimate your 401(k) plan costs
Identify fees driving up costs for your employees
Compare your plan costs to industry benchmarks

ADDITIONAL RESOURCES

Learn More About Retirement Plan Fees

Article

The Trojan horse that can crush your company 401(k)

Most 401(k) plans include several fund options in which your participants can invest. However, the fee structures of these funds are not all created equal.

Read the Article

2-Minute Video

Calculating Plan Costs Video

It's important to understand plan fees to know if you're getting a good deal. Watch this short video to learn tips from a Fisher retirement specialist about how to calculate plan fees in your company’s retirement plan

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RESOURCE

Retirement Plan Cost Guide

Is your 401(k) charging you and your employees above-average fees? We can help you find out. Our Retirement Plan Cost Estimator can show you what you’re paying, what the costs mean, and how they compare to industry benchmarks.

Download Guide

Audio	Visual
Upbeat music	Best Deal Fisher Investments®
The volume of the music is reduced. Male Voice: "Hi, I'm Armando Neri, I am Retirement Counselor at Fisher Investments. Which means I help small business owners navigate their 401(k) plan fees every day."	A man dressed in a suit speaks to the camera. A flyout in the lower left corner identifies him as Armando Neri, Retirement Counselor
"As a business owner, it's important to know what 401(k) plan fees you're paying—for several reasons. "First, it is important to understand your fees to you know if you are getting a good deal. Because no one wants to be paying more than they should." "Secondly, plan fiduciaries have a legal obligation to understand plan fees and make sure the fees are reasonable for the services rendered." "However, understanding 401(k) plan fees can be difficult. Navigating different providers to find out much you are paying whom and for what services can be complicated." "Tracking down the different documents and comprehending them can be time consuming. And revenue sharing adds to that complexity which can make you think you are paying less than what you are." "If calculating your 401(k) plan fees sounds overwhelming Fisher Investments is here to help." "We can calculate your fees for free and provide them to you in an easy to read report. This report all includes benchmarking which shows you how your plan fees compare to other plans. This helps you determine if your fees are reasonable." "At Fisher Investments, we are retirement plan specialists. We help hundreds of small business owners every month understand their 401(k) plan fees free of charge, and we can help you too."	The flyout disappears. The camera remains focused on the speaker, occasionally zooming in or out.
The volume of the upbeat music increases.	White slides over the screen covering it. Fisher Investment 401(k) Solutions logo fades on to the screen.
The music continues to play.	Fisher Investments 401(k) Solutions. © 2021 Fisher Investments. Investing in securities involves the risk of loss. Intended for use by employers and their consultants, considering or sponsoring retirement.
The music fades out.	The screen fades to black.