All Calculators

401(k) Flat Fees vs. AUM Fees Calculator

This calculator breaks down the different 401(k) cost structures so you can see the benefits of flat fees versus AUM fees (percentage-based costs that increase as your assets grow).

Maximize your retirement savings with a flat-fee structure

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Future Retirement Plan Balance
$--
Total Flat-Fee Savings
$--
Total AUM fees
$--
Competitor AUM fee total
$--
Ubiquity flat-fee total
$--
Choosing the right cost structure ensures you make the most out of your 401(k). With your results, you’ll get a clear view into your possible savings with flat fees, and how each approach can impact your business.
Ready to get started with this Ubiquity plan?
At any point, you can switch to a different plan than the one you selected above
Get Started

Frequently Asked Questions

What is AUM?
What is the difference between flat fees and AUM fees?
How does this calculator help my business?
What information do I need to use the calculator?
Ready to transform your retirement future?
Get Started

Have questions?   Talk to a Consultant