Helping Retirement Plan Advisors Work Smarter, Work Faster, And Delight Clients

Ready to be a HERO for your clients? FeeMetri(k)s quickly delivers intelligent insights that help retirement plan advisors deliver ADVISOR ALPHA for their clients.

Build Loyalty

Be a hero to your clients

Keeping plan fees fairly aligned to the marketplace and proactively negotiating fee savings when clients are misaligned delivers pure advisor alpha. It's the quickest and most tangible way to build trust, increase confidence and deepen your client relationships.

Take COntrol

Take the guesswork out of negotiating recordkeeping fees

Tired of feeling like recordkeeping fees are a black box with vendors and a constantly moving target? FeeMetri(k)s levels the playing field so you can get a fair deal for your clients and help them stay aligned with the marketplace.

Manage Risk

Make data-driven fiduciary decisions with confidence

Fee litigation is the single biggest fiduciary risk for plan sponsors. FeeMetri(k)s cuts through the noise and reveals the insights you need to help your clients make good fiduciary decisions, minimize risk, and sleep better at night.

drive outcomes

Save money. Save time.  Get results.

Our easy to use visual interface makes analyzing your client data and identifying potential problems a cinch. Quickly diagnose which clients have issues, where you need to focus your attention, and how to fix it for them. All without having to engage in time consuming and expensive "blind bid" RFI projects ever again, especially when the incumbent recordkeeper is doing a good job.

Is FeeMetri(k)s right for you?

Do any of these things sound important?  If so, FeeMetri(k)s is exactly what you're looking for.

Modern analytics

Use modern analytics, better data and simpler tech to create practice leverage by solving problems in a matter of minutes that used to take hours, days, or weeks.

Unparalled insights

With a couple of clicks, get a comprehensive view of how the market is pricing your clients who look similar to one another in terms of plan size, recordkeeper, average account balance, industry, etc.

Improve retention

Quickly identify which of your clients are misaligned with the marketplace and most at risk to another advisors sales pitch. Play offense rather than defense.

Increase profitability

Make FeeMetri(k)s your next hire and redeploy the time and money you save into high payoff activities that grow your practice and improve your bottom line.

Pricing

Premium features on all plans

Starter
$0
per month (billed monthly)

1 project
20,000 visits
3 home pages
Free SSL & CDN

Regular
$9
per month (billed monthly)

5 projects
40,000 visits
6 home pages
Free SSL & CDN

Most popular
Pro
$29
per month (billed monthly)

Unlimited projects
100,000 visits
6 home pages
Free SSL & CDN

Starter
$0
per month (billed yearly)

1 project
20,000 visits
3 home pages
Free SSL & CDN

Regular
$8
per month (billed yearly)

5 projects
40,000 visits
6 home pages
Free SSL & CDN

Most popular
Pro
$26
per month (billed yearly)

Unlimited projects
100,000 visits
3 home pages
Free SSL & CDN

Want to join the Transparency Tribe and be a hero to your clients?

Schedule a brief demo below to see FeeMetri(k)s in action.

I'm a Retirement Plan Advisor

I am interested in using FeeMetri(k)s to better serve my clients and make my practice more efficient, scalable, and profitable.

Schedule A time >

Plan Sponsor

I am interested in using FeeMetri(k)s to help my company's retirement committee and our fiduciary advisor make better decisions.

Schedule A time >

Customers

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Jane Sanders

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John Webs

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Clara Soft