Find Alpha in 1M+ Retirement Plans
Search plans in plain English. Generate benchmarking reports and targeted prospect lists in seconds. 5500Alpha surfaces workplace culture signals, financial fragility markers, compliance flags, and income benchmarking—all through a simple interface. Your searches stay private, your insights stay proprietary, your workflow stays instant.
Alpha means outperformance.
5500Alpha gives you that edge: AI search, enhanced analytics, benchmarking, proprietary scoring, and data your competitors can't access.
Every ERISA Retirement Plan: 401(k), 403(b), ESOPs, Defined Contribution
Why We Built It
Retirement plan research is slow and fragmented—stuck on basic lists and databases that wall access by geography. We combined domain expertise with modern AI to fix that.
Search by firm or plan sponsor name with intelligent auto-complete. Generate targeted lists based on specific attributes and compliance flags. Export customizable reports for clients. All powered by AI that understands your intent—with zero query logging.
Ask questions like:
"Find me large manufacturing firms with total fees above industry benchmarks"
"Show me dental offices with 20+ employees with high loan usage and low participation rates"
"How good is Nordstrom's 401k compared to its peers—include returns, match, participation rate, fees, and the signer on the account"
Built with Experience
Joseph Andelin has spent over 20 years in finance, insurance, and tech at Goldman Sachs, Willis Towers Watson, ExtendHealth, and Compass Professional Health Services.
At Olavi Group, he continues to build health benefits benchmarking software that turns data into competitive intelligence with a goal to replace clunky databases, annual contracts, commodity analytics, expensive list vendors, and stale platforms.
So he built 5500Alpha— for retirement advisors, vendors, insurance brokers, PE firms, and law firms who needed the same rigor, speed, and privacy guarantees.