“Understanding and evaluating plan fees and expenses associated with plan investments, investment options, and services are an important part of a fiduciary’s responsibility. This responsibility is ongoing. After careful evaluation during the initial selection, you will want to monitor plan fees and expenses to determine whether they continue to be reasonable in light of the services provided.”

Department of Labor, "Understanding Retirement Plan Fees & Expenses"

 

Annual subscription pricing is based on your company's total plan assets

 Under $1m

FeeMetri(k)s Risk Grade™ 

Dedicated plan portal

Onboarding training session

8 key comparison metrics 

Percentile rankings for each point of comparison

Historical snapshots to track fees over time

Ability to export and email reports

Access for multiple company users

Annual Subscription Fee: $250

$1-$3m

FeeMetri(k)s Risk Grade™

Dedicated plan portal 

Onboarding training session

8 key comparison metrics 

Percentile rankings for each point of comparison

Historical snapshots to track fees over time

Ability to export and email reports

Access for multiple company users

Annual Subscription Fee: $500

$3-$10m

FeeMetri(k)s Risk Grade™

Dedicated plan portal 

Onboarding training session

8 key comparison metrics 

Percentile rankings for each point of comparison

Historical snapshots to track fees over time

Ability to export and email reports

Access for multiple company users

Annual Subscription Fee: $1,000

$10-$50m

FeeMetri(k)s Risk Grade™

Dedicated plan portal 

Onboarding training session

8 key comparison metrics 

Percentile rankings for each point of comparison

Historical snapshots to track fees over time

Ability to export and email reports

Access for multiple company users

Annual Subscription Fee: $1,500

$50-$100m

FeeMetri(k)s Risk Grade™

Dedicated plan portal 

Onboarding training session

8 key comparison metrics 

Percentile rankings for each point of comparison

Historical snapshots to track fees over time

Ability to export and email reports

Access for multiple company users

Annual Subscription Fee: $2,000

Over $100m 

FeeMetri(k)s Risk Grade™

Dedicated plan portal 

Onboarding training session

8 key comparison metrics 

Percentile rankings for each point of comparison

Historical snapshots to track fees over time

Ability to export and email reports

Access for multiple company users

Annual Subscription Fee: $2,500