AB401k is featured in Chapter 4 of Tony Robbins' #1 bestseller UNSHAKEABLE

Our Pricing

No Hidden Fees, No Kickbacks, No Commissions

One simple and transparent fee structure that includes everything from the cost of the underlying investments to comprehensive personal service.


$400 Quarterly (employer paid)

$5.00 quarterly per active participant (can be employee or employer paid)


0.40% of account balance annually


  • Recordkeeping, custody and 3(38) fiduciary advisory services
  • Select from a menu of included index or target date funds
  • Optionally select from a menu of managed portfolios
  • 1-1 professional investment advice on demand

How Do Our Fees Stack Up Against
Big Name Providers?

Download our small business 401(k) study which uncovers the real life pricing of hundreds of 401(k) plans.

Download PDF