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Don’t Let High Fees Eat Away at Your Employees Savings.

Have an existing 401(k) plan? See how much you can save with a ShareBuilder 401k.

Use the cost comparison tool below to see examples of how ShareBuilder 401k compares to Industry Average pricing. To request a custom cost comparison for your company, click the Get a Cost Comparison button.

Assets:

Participants:

%

*Savings Over Industry Average with ShareBuilder 401k

Don’t see an example that matches your company? Request a custom cost comparison

Get your cost comparison started.

A Custom Cost Comparison is a 5-year illustration comparing your current plan's prices versus ShareBuilder 401k's and the impact on savings. A ShareBuilder 401k Consultant will contact you to request some pricing information and will complete your custom comparison in just a few days.

Fill out the form below with your company’s information, all fields are required

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When you provide your email address, we may use it to send you important information about your plan or proposal, as well as other useful products and services.

By providing us with your phone number, mobile or otherwise, you are consenting for us to contact you via phone or text, if applicable, for matters relating to the handling, servicing, and or billing for any ShareBuilder Advisors service or account. This would include calls that are initiated by our team members via clicks from our systems and/or prerecorded messages. Message and data rates may apply.

Even a 1% difference in expenses can add up to hundreds of thousands of dollars for each participant over a 40-year career. That is because every dollar spent on expenses is one less dollar invested in the markets, working for their retirement.

Paying 1% Less Can make a Big Difference!

This example shows the effect that expenses can have on your 401(k) retirement account over a career of 40 years by comparing the costs of paying 1% versus 2% on investments and how savings may accumulate. It assumes the investments have a fixed annual 7% return before expenses with no distribution or tax considerations and does not imply future returns. The example assumes each employee has a salary of $75,000 in year one and receives a 3% merit raise each year on-going. In addition, the employee contributes 5% of her salary each year and receives a 3% of salary company matching contribution.

* ShareBuilder 401k plans range from 21% to 68% less than the industry average at various data points from a $50K plan with 6 participants to a $100M plan with 2,000 participants based on 401(k) Averages Book 2019 Data and Custom Benchmarking report prepared for ShareBuilder Advisors. Cost comparisons are based on plan assets and number of participants and reflect core on‐going 401(k) plan expenses that a company and/or its employees can expect to incur as a percentage of assets with most any 401(k) plan. This includes administration, recordkeeping, tax filing prep documents, plan testing, fund expense ratios, and other investment costs passed on to every participant to service the plan. It does not include unique employee-initiated transactions such as loans, distributions or employer transactions such as plan amendments. ShareBuilder 401k pricing is based off of standard pricing rates for our typical Safe Harbor 401(k) plan design. This claim is not applicable to Solo 401(k) plans.