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Flat Fees vs. AUM Fees Calculator

Updated:
July 22, 2026
5 min read

Our simple calculator helps you compare flat fees and AUM fees (percentage-based costs that increase as your assets grow), giving you a clear picture and ensuring you make the most informed decision for your company’s retirement plan.

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A retirement plan for your employees that also benefits your company taxes
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A plan design that maximizes contributions while satisfying nondiscrimination testing requirements
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Flat Fees vs. AUM Fees Calculator
Our simple calculator helps you compare flat fees and AUM fees (percentage-based costs that increase as your assets grow), giving you a clear picture and ensuring you make the most informed decision for your company’s retirement plan.