You could be paying hidden fees in your mutual funds and 401k.
See how much.
You could be losing hundreds of thousands of dollars in hidden fees in your mutual fund, investing, and retirement accounts. Financial institutions charge annual fees on mutual funds and other assets. Over time, these fees add up and can dramatically reduce your lifetime savings.Get Started
Step by step instructions on how to minimize 401K fees.
It’s easy to start. Here’s how.
Sign up with Personal Capital and link your 401k account by clicking the “+” button on the top left and search for your 401k provider.
After your 401k account is linked, click the “Planning” tab on the top right then choose “Retirement Fee Analyzer.”
Play around with the contribution, employer match, growth, and additional fee assumptions to develop a pro-forma analysis of your retirement account.
Research alternative ETF or index fund substitutes for your high-cost, actively managed mutual funds.
Link other portfolio accounts that you’d like to analyze. The Fee Analyzer can analyze several different types of investment portfolios.
Expose costly mutual fund expense ratios.
Get real insight into the performance and expense ratios of thousands of the most popular mutual funds. Learn how much Wall Street is actually making off your mutual fund investments and uncover taxes you didn’t know you were paying – and the expense ratio fees collected by fund managers.