Plan fees
Are your 401(k) fees competitive?
Most of what a plan pays sits below the surface. Get a complimentary, personalized benchmark against comparable plans — we just need to know your company.
Am I overpaying?
Find out in about twenty seconds.
No spreadsheets, no statements to dig up. Answer three quick questions and we'll tell you whether a benchmark is worth your time.
Are your plan's fees competitive?
A 20-second gut check
Three quick questions — then we'll tell you whether a benchmark is worth your time.
What you'll get
A plain-English read on three things.
Fees
How your total plan cost — including the hidden admin and recordkeeping layers — compares to plans of your size.
Fiduciary process
Whether your governance and documentation would stand up to a regulator's review.
Plan design
Where the design is leaving money — for owners, executives, or the business — on the table.
The next step
Know exactly what your plan is paying.
Bonnie's team runs the benchmark and walks you through it — what's competitive, what isn't, and what to do about it.