Download Your Plan Cost Estimator
Download Your Plan Cost Estimator
Click the button below to get your Plan Cost Estimator
Retirement Plan Costs
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
Centre for Fiduciary Excellence (CEFEX). Fisher\SMB, pays an annual assessment fee to be eligible for consideration. This certification was received on November 23, 2025, and is based on data from November 23, 2024–November 23, 2025.
National Association of Plan Advisors (NAPA). Fisher\SMB, pays an annual membership fee to be eligible for consideration. This award was received on March 24, 2026, and is based on data from December 31, 2024–December 31, 2025.