Advisor Pricing

Need some custom plan?

Contact our support team and ask for our Business & eCommerce Premium plans.

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Subscription levels
Bright
Free
Perfect for any company that wants a diagnostic tool to quickly see whether their retirement fees are higher or lower than average across multiple metrics.
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Bright
$79/mo
For companies that want to see exactly how their fees matchup against the marketplace so they can right-size and optimize their overall cost structure.
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brainy
$149/mo
For companies that want to right-size and optimize their overall cost structure and minimize risk with an independent fee benchmarking study for their fiduciary file.
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brilliant
$299/mo
The complete pricing intelligence solution for companies that want to minimize fiduciary risk, maximize employee savings, and negotiate with the most accuracy.
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*All subscriptions subject to a 12-month term
Data & Analytics
Plan dashboard
Average fee KPIs
Recordkeeper, plan size, and industry comparisons
Actual average $ and % comparisons
Access to expanded data analytics and fee intelligence
Support
Onboarding call to review data
Web-based support
Priority web-based support
Unlimited 1:1 support
Access to FeeTelligence Community Forum
Coming soon
Coming soon
Coming soon
Coming soon
Extras
Annual independent fee benchmarking study report to meet fiduciary responsibilities
Fee allocation analysis
Contingency-based fee negotiation
Prices do not include sales tax which may be required in certain states..

Included in all plans

All plans include 6 home and 40+ different pages.

Clean and simple

We create a very clean and simple UI which is easily suitable for any project. In addition, it's fresh and corresponds to nowadays trends.

Carefully crafted

We spend a lot of time to research tons of different software website from top companies to collect all best practices and the most necessary experience in one place.

Flexible and responsive

Enigma Software template will look perfect on any device. We create a mobile-friendly interface to match all users.

Customizable

This template uses such features as Global swatches and Symbols. It gives you the ability to customize the template for your need easily.

FAQs

How does the pricing work?
Subscription pricing is billed upfront on an annual basis.  Your subscription entitles you to full access to FeeMetri(k)s for 12 months from your subscription date.
Can I upgrade my subscription when I hit my tier limit?
Absolutely!  You can upgrade at any time. Your subscription fees will be pro-rated for the remainder of your billing period and your subscription will renew at the new tier on your renewal date.
Can I cancel my subscription?
Yes! You can cancel your subscription anytime in your account. Once the subscription is cancelled, you will not be charged upon your next renewal date. You will continue to have access to your account until your current subscription expires.
Do you issue refunds?
Sorry, we do not issue full or partial refunds.

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