You can enter up to 15 years of historical fund, recordkeeping/admin and advisory fees for your clients.  Once entered, you can use this module to quickly generate a fee trend report comparing total fees (as a percentage of assets) versus total plan assets on a year-by year-basis. Each year, the difference between the starting costs (as a percentage of assets) and the current costs (as a percentage of assets) based on that year’s plan assets is calculated.  This represents the annual savings each year.  The estimated cumulative savings is the sum of each year’s annual savings.  This report provides a simple, yet powerful way to visually show clients how you’ve helped them manage total plan costs and drive economies of scale over time.  I used to track this with Excel and PowerPoint for all my clients and it was one of their favorite charts to look at each year.  Now you can show this in a matter of seconds.  Using this approach, I rarely (if ever) had to defend the fees I charged.