* ShareBuilder 401k plan expenses range from 45% 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
401k Averages Book 2023
Data and Custom Benchmarking report prepared for ShareBuilder
Advisors. Cost comparisons are based on plan assets and number of
participants and reflect core onâgoing 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.