
Retirement plan costs fluctuate significantly, influenced by factors like plan features, provider fees, investment selections, employee count, and total plan assets. Whether you're establishing a new plan or reassessing your existing one, a thorough cost comparison is essential.
We perform an audit to clearly identify your expenses associated with your plan. Our consultants provide you with a full comparative cost analysis to give you clarity into your plan options.

We help you evaluate:
What are your recordkeeping and administrative costs?
How does 401(k) provider(s) earn money on your plan?
What are the services you are receiving for these fees?
What are your fund expenses?
Are you paying transaction fees?
Set up a plan audit
Comparing plan details and fees against industry averages can help you better understand if your plan is designed to empower your employees—or if you need to update it.
How does your 401(k) stack up?