A better way to benchmark

Accurate. On Demand. Revealing.



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Retirement Plan Benchmarking Made Simple

We make it easy for financial pros to help their clients meet their fiduciary responsibilities and maintain reasonable fees.

Our intuitive app lets you deliver instant and meaningful fee benchmarking reports to your clients and prospects.

You save time! Your clients save money!

Unprecedented accuracy

We leverage a 60,000 plan database derived from direct data feeds from top recorkeepers and TPAs.

Customized benchmarks

Customized benchmarks

Craft the perfect benchmark based on a plan’s assets and participants.

Benchmark on the go

Break away from your desk! Our mobile app lets you show how a plan compares in real-time and from wherever you are.

    Reports. Anytime. Anywhere.

With customizable benchmark universes and OCR technology, you can deliver actionable insights with a few taps on the screen of your mobile device.

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    Powerful reporting. Affordable price.

Sign up today to get unlimited access to this powerful, easy-to-use benchmarking platform.

Advisor Access


$49/month

Billed Annually

Enterprise Access

Fill out the form to find out if you have
enterprise-level access

How PlanFees Works

We use only verified data from live-bid pricing proposals from top recordkeepers to populate our Prism Benchmark Universe. Our streamlined user-experience lets you access data and generate a report for your clients or prospects in under two minutes.

Verified and
accurate data

Efficient plan pricing data entry through OCR or SSO integrations

Customized benchmarks on demand

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Professionally crafted reports on your desktop or mobile app

Ready for a seamless and efficient fee benchmarking experience?