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!
We leverage a 60,000 plan database derived from direct data feeds from top recorkeepers and TPAs.
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.
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.
Efficient plan pricing data entry through OCR or SSO integrations
Customized benchmarks on demand
Professionally crafted reports on your desktop or mobile app