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PLANALYTiQ
Insight for the intelligent plan sponsor. We provide the tools you need to identify hidden fees in your 401(k) plan and improve the retirement savings of your...
PLANALYTiQ
Insight for the intelligent plan sponsor. We provide the tools you need to identify hidden fees in your 401(k) plan and improve the retirement savings of your participants — helping you be a better fiduciary in the process.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
What problem does PLANALYTiQ solve for plan sponsors?
The firm estimates that the 401(k) industry extracts roughly $54 billion in excess fees from retirement plans each year, and its software is designed to surface those hidden costs. PLANALYTiQ provides forensic fee analysis that helps sponsors identify overcharges across recordkeeping, administration, and investment management layers, then renegotiate terms or reallocate assets to improve participant outcomes.
How does PLANALYTiQ quantify the impact of fee reduction on participants?
PLANALYTiQ’s public-facing claims frame the impact in terms of retirement readiness: the firm states that reducing fee drag can double a participant’s retirement funds, accelerate retirement by up to five years, or allow reduced contributions while maintaining the same retirement income, all without changing the participant’s own contribution rate.
Who runs PLANALYTiQ?
PLANALYTiQ does not publicly disclose the names of its founders, executives, or investment committee members on its website. No principals are named in the available materials, and the firm has no visible LinkedIn presence. The operational leadership and ownership structure remain closed to outside inquiry based on current public sources.
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