How it works
The easiest way for any company to gain clarity, context and control over retirement plan fees
Submit your plan data
The first step is for a company representative (e.g. plan fiduciary, CFO, VP/Director of HR, etc.) to sign up and send us your fee disclosure data so we can enter it into the system.
Compare your plan fees
Then we provide access to your plan summary portal to see a clear breakdown of all the fees your plan is paying and how this compares to other similar plans based on 8 comparison metrics.
Negotiate with more accuracy
With unparalleled transparency, you've got a roadmap to drive accountability with your vendors, negotiate smarter and drive down costs for your company and your people.
Manage your fiduciary risk
You fulfill your fiduciary duties under ERISA to make sure fees are reasonable on an ongoing basis while having a documented process to show for it.
Personalized FeeMetri(k)s Risk Grade™ for your plan
Dedicated portal that itemizes and summarizes fees for plan services by payment source and in $ and %
8 key comparison metrics such as plan assets, # of participants, vendors, industry and region
Percentile rankings for each point of comparison
Historical snapshots allow you to track fees how your fees change over time
Ability to export and email reports to document your process
Access for multiple company users
Quickly assess how your plan is doing and the risk to your company and your employees
Promotes fee transparency, simplicity and reduces complexity
Leverage data and insights to reduce fees and increase ROI
Promotes well-informed, smarter decision-making
Helps your company manage risk and avoid expensive lawsuits
Identify potential issues with your plan before they become problems
Improves vendor accountability and service levels