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Know Your Value

Understand how your plan stacks up

Plan Benchmarking

Protect yourself, and learn

Plan benchmarking should be part of your routine plan administration.  If you haven't been getting this done, you should be.  It can help protect you against lawsuits, adjust your plan to changing needs, and improve the experience of your participants.  

Remember:

  • Understand how your fees compare
  • Attribute plan expenses
  • Compare services and value
  • Measure participation levels and rates
  • Identify trends