Benchmarking data is from January 2023, with the exception of data marked with an asterisk. Those data points are from April 2022.
2 For information on Human Interest pricing, please see our pricing page, which outlines the fees charged for administrative and advisory services. Fees for investment advisory services are billed in accordance with the Terms of Service. Fees are typically up to 0.50% annually and include custody fees.
3 As of 12/31/22. Asset-weighted average annual mutual fund operating expenses (expense ratio) for all participants with Human Interest 401(k) accounts. It does not include mutual fees for portfolio turnover or fund shareholders and, if reflected, these fees will increase participants’ investment expenses. Fees and expenses vary from fund to fund and are subject to change without notice. Investment menus will vary between plans and average expense ratios will fluctuate based on participants’ investment choices. Before investing, carefully review the fund’s prospectus which includes, among other things, a description of the fees and expenses that a fund will charge. For illustrative and informational purposes only.