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Pricing Options
Pricing Options
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Plans and Features
Plans and Features
Compare our subscription plans
Compare our subscription plans
Essentials
Essentials
$99
$99
USD/user/month*
Intro Plan
1 User
Email Support
Executive Summary Report
Unlimited Access up to 50 Employers
SIMPLE, 401(k), Profit Sharing Plans Only
Executive Summary Report
Professional
Professional
$199
$199
USD/user/month*
Start-Up Plan
1 User
Same as Essentials PLUS
Unlimited Number of Employers
Including Defined Benefit Plans
DC Plan Comparative Analysis
Small Business Choice
Small Business Choice
$399
$399
USD/month*
Best Buy for Small Firms
1-3 Users
Same as Pro PLUS
Email, Chat, and Phone Support
Includes Combo Plan
(DB/DC Cross Testing)
1 Point of Sale ID (RFP)
Comparative Analysis & Presentation
Combo Plan
Detailed Testing Results
Shares Access to Team Database
Security Profile for Supervisor Role
Enterprise Version and Add-ons
Enterprise Version and Add-ons
Small Enterprise*
Small Enterprise*
$699
$699
USD/month*
Best Buy for Small Enterprises
4 Users PLUS
4 additional Point of Sale IDs
Branded Illustration by Producer
Add-on licensing by User or POS
*Large Enterprise - Ask for Quote
Add-ons
Add-ons
$200
$200
USD/month*
Small Business & Enterprise Versions
Block of 2 users
Block for 4 POS IDs
Insurance Calculations - Single Life, Key Person, Group Life, & 412(e)(3)
Access to APIs
Consulting Support
Consulting Support
$500
$500
USD/package/annually
Available on all levels
Purchase in 3 hour time packages
(good for 12-months)