📊 Help Us Build Better Benchmarks
We're building the first filing-backed small plan cost benchmark for financial advisors. For plans with 100+ participants, we already benchmark actual costs from DOL Schedule C data. For smaller plans, we need your help.
If you have recent proposal pricing from recordkeepers for plans under 100 participants, we'd appreciate you sharing the key cost components below. This data will be aggregated and anonymized — no plan or client names are collected.
What we need: Just the pricing structure — base fee, per-participant fee, and any asset-based fee. One entry per provider per proposal. Takes about 2 minutes per entry.