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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
API to Create Prospect in PensionPro
Producer Partner
Producer Partner
$275
$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
Sales Team
Sales Team
$499
$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
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 Included
Up to 7 Users PLUS
4 additional Professional Bio and RFP Pages
*Large Enterprise - Ask for Quote
Add-ons
Add-ons
$200
$200
USD/month*
Small Business & Enterprise Versions
Block of 2 users
Website & Custom presentation development (2 hours)
Add-On Designer Produced Illustration
Add-On Designer Produced Illustration
$75*
$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)