See how a higher expense ratio compounds over time by comparing your current 401k fund cost against a lower-cost alternative.
This calculator assumes a 7 percent gross annual return before fees and uses a 4 percent withdrawal guideline to translate the gap into months of retirement income lost.
| Year | Current fee balance | Alternative fee balance | Difference |
|---|
Lower fees keep more of your return compounding for you year after year.
The 3-Fund Portfolio Kit shows how to move toward a simple, diversified, lower-cost portfolio and maintain it with less friction.
See the 3-Fund Portfolio Kit