Automatic Rollover Savings Calculator

Calculate Potential Savings

Utilize our Automatic Rollover Savings Calculator to help determine potential savings for your Plan if you were to take action and roll over your small balance accounts. You'll need to know the number of Participants in your Retirement Plan, percentage of those with small balances, and the approximate annual cost of administering your Plan.

1
To Start,
Pick Plan Type
2
Enter
Plan Size
Total Participants in Plan:
Total Active Participants in Plan:
3
Provide
Plan Information
Annual Administrative Cost for the Plan:
$
% of Missing Participants with Balances under $5,000:
4
Calculate
Potential Savings

Total Potential Savings Per Year

Like what you see?
Receive an email with these results, as well as additional savings calculations that may potentially help lower your plan costs.
Email Results
Back to calculator

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy with regard to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.