Built for advisors and consultants
Free forever search and ERISA 5500 download. Solo seats are $39 a month. Team plans cover up to five seats for $100. Monthly, cancel any time. Satisfaction guaranteed.
- Search every plan in the index
- 30+ filter facets
- Public plan pages
- ERISA 5500 form downloads
- Sample CSV exports (20 plans/state, free)
- Full plan pages, ten years deep
- Peer benchmarks and percentile ranks
- Savable views and saved plans
- Unlimited sourced CSV exports
- Everything in Solo
- Up to 5 seats
- Shared saved views and saved plans
- Centralized billing
- Priority support
Larger team or custom needs? Talk to us.
What you get on each plan
| Feature | Free | Solo $39/mo | Team $100/mo |
|---|---|---|---|
| Plan search and filters | |||
| Public plan pages | |||
| ERISA 5500 form downloads | |||
| Full plan pages, ten years deep | - | ||
| Peer benchmarks and percentiles | - | ||
| Provider analytics pages | - | ||
| Savable searches and saved plans | - | ||
| Sample CSV exports (per state, 20 rows) | |||
| Full per-state CSV downloads | - | 5 states/mo | 10 states/mo |
| Custom analytics + bulk pulls | Contact us | Contact us | Contact us |
| Seats | 1 | 1 | Up to 5 |
| Shared saved views and saved plans | - | - | |
| Centralized billing | - | - | |
| Priority support | - | - |
Beyond the standard plans
Need a 50-state pull, prospect list filtered to your ICP, longitudinal cohorts, market sizing, or recurring deliverables? We build custom datasets in days, not weeks. One-off pulls between $500 and $5,000; recurring engagements on monthly retainer.
Common questions
Where does the data come from?
The U.S. Department of Labor publishes Form 5500 / 5500-SF / 5500-EZ filings under ERISA. We download the bulk feed daily, clean and normalize it, and apply our own benchmarking. Public data, processed by us into something useful.
Can I cancel any time?
Yes. Monthly billing, no contract, cancel from your account billing page. If you cancel mid-cycle you keep access through the period you already paid for.
What counts as a seat on the Team plan?
One seat per active user account on your team. Seats are pooled across the team — invite or remove members from /account/team. The Team plan includes up to five seats.
Do you offer custom datasets or research?
Yes — we run engagement-led research and ship custom datasets for advisors, brokers, recordkeepers, TPAs, consulting firms, and private equity. One-off pulls land between $500 and $5,000; recurring deliverables run on monthly retainer. See /data/custom for examples or email matt@planoptica.com.
What if I need more than 5 or 10 state downloads per month?
Email us. The per-month state cap exists to keep the CSV downloads sane for individual research; for bulk needs (50-state pulls, programmatic access, custom slices), we ship those through the custom analytics service at /data/custom. Same-week turnaround, fixed price.
How fresh is the data?
We refresh nightly. Same-day filings hit the index by morning. New plan pages, new providers, new benchmarks — all updated automatically.