Pricing Options

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ASK ABOUT OUR EARLY ADOPTER OFFER

Plans and Features

Compare our subscription plans

Essentials

$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

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Professional

$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

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Small Business Choice

$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

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Enterprise Version and Add-ons


Small Enterprise*

$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

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Add-ons

$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

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Consulting Support

$500

USD/package/annually

Available on all levels

Purchase in 3 hour time packages  

(good for 12-months)

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