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Plans and Features

Compare our subscription plans


Basic (DC)

$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

API to Create Prospect in PensionPro

Learn More

Producer Partner

$275

USD/user/month billed annually

Best Buy for TPA Firms/Financial Advisors 


Designer Assistance included

Up to 3 User Accounts (Firm)

Same as Basic (DC) PLUS

Up to 3  Professional Bio Pages and RFP Links

Includes Cash Balance Plans and

 Combo Plan Analysis

Expanded Detailed Presentations

Branded Illustration by User

Design Assistance Included

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Sales Team

$499

USD/user/month billed annually

Best Buy for Small Advisory/TPA Sales Teams


Designer Assistance Included

Up to 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]

Supervisor Role Account

Usage Analytics & Geomapping

Learn More

Enterprise Version and Add-ons


Small Enterprise*

$699

USD/user/month billed annually

Best Buy for Small Enterprises

Designer Assistance Included

 Up to 7 Users PLUS 

4 additional Professional Bio and RFP Pages

*Large Enterprise - Ask for Quote

Learn More

Add-ons

$200

USD/month*

 Small Business & Enterprise Versions


Block of 2 users

Website & Custom presentation development (2 hours)

Learn More

Add-On Designer Produced Illustration

$75*

USD

Available on all levels


3 DC Plan Bundle Design $100 (Ad Hoc)

Combo Plan (DC/CB) - $100 (Ad Hoc)

Purchase Illustrations as a Bundle 12 or more

(10% Discount)

License Now

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