Plans and pricing
Free to search, filter, and download Form 5500 PDFs. Solo seats are $34.99/month; Team plans cover up to 5 seats for $99.99/month. Monthly billing, cancel any time.
- Search every plan in the index
- 30+ filter facets
- Public plan pages
- Form 5500 PDF downloads
- Save up to 10 plans and 5 searches
- Sample CSV exports per state
- 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 $35/mo | Team $100/mo |
|---|---|---|---|
| Plan search and filters | |||
| Public plan pages | |||
| Form 5500 PDF 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 | - | - |
Custom datasets, on request
50-state pulls, prospect lists filtered to your ICP, longitudinal cohorts, market sizing, recurring deliverables. Most one-off pulls land between $500 and $5,000; recurring engagements run on monthly retainer.
Common questions
Where does the data come from?
The U.S. Department of Labor publishes Form 5500, 5500-SF, and 5500-EZ filings under ERISA. We download the bulk feed daily, clean and normalize it, and add our peer benchmarks on top. Public data, made readable.
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 hello@planoptica.com.
What if I need more than 5 or 10 state downloads per month?
Email us. The per-month state cap keeps the CSV downloads sized for individual research. For bulk needs - 50-state pulls, programmatic access, custom slices - we run those through the custom analytics service at /data/custom on a fixed-price scope.
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.