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Plans and Features
Plans and Features
Compare our subscription plans
Compare our subscription plans
Basic (DC)
Basic (DC)
$99
$99
USD/user/month billed annually
Intro Plan for DC Plan Designers
Designs are Subscriber Produced Only
1 User
Email Support
DC Plan Suite
Professional Bio Contact Web Page
Digital Request For Proposal (RFP)
Web Page & Link
Executive Summary Presentations
3-Plan DC Comparative Analysis
Email Support
No Design Assistance
Producer Partner
Producer Partner
$275
$275
USD/user/month billed annually
Best Buy for TPA Firms/Financial Advisors
Designer Assistance
2 User Accounts (Firm)
Same as Basic (DC) PLUS
Up to 2 Professional Bio Pages and RFP Links
Includes Cash Balance Plans and
Combo Plan Analysis
Expanded Detailed Presentations
Branded Illustration by User
API Access
Add additional user account $100 each
Designer Assistance
Email and Chat Support
Sales Team
Sales Team
$499
$499
USD/user/month billed annually
Best Buy for Small Advisory/TPA Sales Teams
Designer Assistance
1-3 User Accounts (Firm)
Same as Producer's Partner
Email, Chat, and Phone Support
All types of Defined Benefit (DB) Plans
[including Sec412(e)(3) fully-insured pensions and traditional defined benefit]
Supervisor Role Account
Usage Analytics & Geomapping
Enterprise Version and Add-ons
Enterprise Version and Add-ons
Small Enterprise*
Small Enterprise*
$699
$699
USD/user/month billed annually
Best Buy for Small Enterprises
Designer Assistance
4-7 Users Accounts PLUS
4 additional Professional Bio and RFP Pages
*Large Enterprise - Ask for Quote
Add-ons
Add-ons
$100
$100
USD/month*
Small Business & Enterprise Versions
Additional Users Versions
Website & Custom presentation development (1 hour)
2 additional Professional Bio and RFP Pages
TPA Partner Registration
Add-On Designer Produced Illustration
Add-On Designer Produced Illustration
$100
$100
USD
Available on all levels
3 DC Plan Bundle Design $200 (Ad Hoc)
Combo Plan (DC/CB) - $300 (Ad Hoc)
Purchase Illustrations as a Bundle 12 or more
(10% Discount)