# PlanFees — Benchmark Better

> Retirement plan fee benchmarking tool for advisors and sponsors. (iPhone/iPad app by 401(k) Producer Services, Inc.)

- Source: https://appshunter.io/ios/app/planfees/id1497715821 (this page in markdown: same URL + `.md`)
- Developer: [401(k) Producer Services, Inc](https://appshunter.io/developer/1473963676)
- Category: Finance
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 13.0 · 37 MB
- Released: 2020-05-27
- Data updated: 2026-06-10
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/planfees/id1497715821/reviews.md

## What is PlanFees?

Maintaining reasonable fees is one the most important fiduciary duties of a retirement plan sponsor. But what does “reasonable” really mean? Retirement plan advisors have spent countless hours trying to solve this riddle. Most fee benchmarking reports are either too inaccurate (unreliable data sources, missing factors such as TPA fees, and countless other issues) or they are too in-depth and time consuming for the task of providing an annual fee benchmarking to clients. PlanFees solves that challenge by meeting the needs of retirement plan advisory firms of all sizes - from the small shop who needs sales tools, to the mega-sized firms who need scalable processes. PlanFees delivers accurate and compelling data with an intuitive platform. With just a few clicks, advisors can create beautifully crafted reports that shed light on the various components that make up a retirement plans total cost.

## Key features

- Accurate fee benchmarking
- Intuitive reporting platform
- Sheds light on cost components
- Supports advisory firms of all sizes
- Generates compelling reports


## Frequently asked questions about PlanFees

### What is PlanFees used for?

PlanFees is a financial tool designed to help retirement plan sponsors and advisors benchmark retirement plan fees. It simplifies the process of understanding and reporting on the various costs associated with retirement plans.

### Is PlanFees free to use?

Yes, PlanFees is available for free. There are no associated costs to download or use the core features of the application.

### What devices does PlanFees support?

PlanFees is compatible with iPhone, iPad, and iPod devices, making it accessible on a range of Apple mobile and tablet hardware.

### How accurate is PlanFees for fee benchmarking?

The app aims to provide accurate fee benchmarking by addressing common issues like unreliable data sources and missing factors, offering a more reliable solution than many existing reports.

### How often is PlanFees updated?

The latest version of PlanFees is 1.0.1, and it was last updated on May 27, 2020. Future updates will depend on the developer's release schedule.

### What is the age rating for PlanFees?

PlanFees has an age rating of 4+, indicating it is suitable for users of all ages and does not contain content inappropriate for children.

### Does PlanFees offer detailed transaction analysis?

PlanFees focuses on benchmarking the overall fees of a retirement plan rather than detailed transaction analysis. Its strength lies in providing a clear overview of total plan costs.

## Version history (last 1 release)

### 1.0.1 — 2020-05-27

No release notes.

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## More apps by 401(k) Producer Services, Inc

- [RPAG](https://appshunter.io/ios/app/rpag/id1473963677)

All apps by 401(k) Producer Services, Inc: https://appshunter.io/developer/1473963676

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-10.*