401(k) Cost Comparison Calculator

Compare quotes from different 401(k) providers. Read our blog post on 401(k) fees → How many employees do you have? 50 OctaveWealth Fees to Employer Fees to Employee Setup fee $499 Flat monthly fee $5 Monthly fee $120 Asset-based fee 0% Per employee $4 Avg. expense ratio 0.1% Pricing includes everything, including time-saving extras Compare apples to apples: ensure price quotes from other providers include all necessary 401(k) services Record-Keeping Investment Management Third-Party Admin Asset Custody Payroll Sync Employee Support & Education See our blog post on the parts of a 401(k) → Vanguard Fees to Employer Fees to Employee Setup fee 1000 Flat monthly fee 0 Monthly fee 445 Asset-based fee 0.45 Per employee 0 Avg. expense ratio 0.16 Ubiquity Fees to Employer Fees to Employee Setup fee 495 Flat monthly fee 0 Monthly fee 175 Asset-based fee 0.36 Per employee 4 Avg. expense ratio 0.13 Add another provider COMPARISON RESULTSSave results for later Employer annual cost for 50 employees OctaveWealth is $660 less per year than Ubiquity. $1,500 $3,000 $4,500 $6,000 Employee cost over 30 years OctaveWealth allows each employee to save $64,229.93 more at retirement over Ubiquity. Year 3 Year 6 Year 9 Year 12 Year 15 Year 18 Year 21 Year 24 Year 27 Year 30 $0 $2,500 $5,000 $7,500 $10,000 $12,500 Chart assumes 7% annual growth on $10,000 per year contribution Read about flat fees vs asset-based fees → Save results for later We will send you an email with these cost comparison results Name Sally Jacobs Email [email protected]