Pricing

One plan won pays for the year.

Below is the tier ladder, what each tier costs, what is in it, and the buyer universe it is sized against. The prices are real and they are the ones you will be quoted.

They are set against a measured number rather than a comparable-SaaS spreadsheet: the median firm in this universe reports $14,592 a year of direct compensation per plan it serves, counted off the same filings the signals are built on. A Desk seat is 33% of one such plan — win a single one and the seat has paid for itself, and the plan renews after that.

What these prices are, and are not

List prices, billed annually, in US dollars, exclusive of tax. There is no paid checkout on this site yet — access is granted by hand and invoiced, so nothing here is a completed offer until it is agreed in writing. Feature lists describe what the product does today; anything on the roadmap is listed separately under “not yet” so it cannot be read as included.

Three tiers, keyed to who is reading

The ladder follows the buyers, not a feature matrix. Model quality is never the thing being fenced — every tier gets the same scores, the same gates and the same published failures over its own scope. The four buyers in full.

Desk

Adviser / consultant — one person working a pipeline

Per year

$4,800

Per named user, billed annually

The fee-renegotiation list, which is the strongest thing on this site, plus the other two ranked lists and a watchlist you actually work from.

What you get today

All live signals, full ranked lists
Movers between refreshes — what entered and left the top decile
Per-plan history: the filing series behind every row
Watchlists, and the reason line on every scored plan
The full backtest for every signal, gates passed and failed

Not yet — do not buy for this

Bulk export
API access
More than one named user

Ask about Desk

Firm

Recordkeeper / TPA and Incumbent, defending a book — a team with a book to grow and defend

Per year, by scope

Up to 100 plans in scope: $9,600
101–400 plans: $19,200
401+ plans: $38,400

Per firm, billed annually, banded by the plan universe in scope

Both sides of the same panel: the prospecting list against competitors' books, and the retention radar over the plans you already serve.

What you get today

Everything in Desk, for the whole team
Both the prospecting and retention persona views
Shared watchlists across the team
Firm-domain sign-in, so joiners land in the right view

Not yet — do not buy for this

Bulk export
API access
CRM write-back
Provider-level radar

Ask about Firm

Market

Acquirer / investor — buying providers rather than plans

Not priced yet

On application

Provider Consolidation — the firm-level radar this tier exists to serve — is withheld, not delayed. Pricing follows the signal shipping. A figure printed against a feature we are deliberately holding back would be that feature sold.

Per firm, billed annually, whole-market scope

The whole panel rather than a territory. Read the caveat on this one before you consider it: the firm-level radar it would exist to serve is currently withheld.

What you get today

Everything in Firm, with no scope limit on the plan universe
Plan-level signals across every provider's book
Direct access to the person who built the pipeline

Not yet — do not buy for this

Provider Consolidation — withheld, not delayed
Bulk export
API access
Warehouse-direct delivery

Ask about Market

The buyer universe, measured

Counted off the same panel the signals are built on, by identifying the firms that appear as service providers across 25 to 1,000 defined contribution plans. It is a small, concentrated market, and the tier ladder above is shaped by that rather than by a spreadsheet of comparable SaaS products.

Firms in scope

428

serving 25–1,000 DC plans

Growing

252

of 428 — the addressable core

Top 10 firms

34.7%

of plan relationships

Top 50 firms

60.7%

of plan relationships

Recordkeeper-shaped · 91

Firms whose book looks like a recordkeeping platform. They buy the prospecting list and the retention radar for the same reason: both sides of the same switch.

Mixed · 81

Firms doing both administration and advice. They are the hardest to price against, because the value metric that fits one half does not fit the other.

Adviser / consultant · 256

The largest group by count and the natural home of the fee-renegotiation signal, which is the strongest thing on this site.

Concentration is the fact that shapes everything above. Ten firms hold 34.7% of plan relationships and fifty hold 60.7%. A ladder priced for a long tail would be priced for a tail that is not there.

Before you ask

How were these prices arrived at?: Against a measured number, not a comparable-SaaS spreadsheet. The median firm in this universe reports $14,592 a year of direct compensation per plan it serves — counted off the same filings the signals are built on, and counted with the firms reporting nothing left in rather than dropped, which pulls it down. Desk is 33% of that, so a single won plan clears the seat and then renews. Firm is banded because the firms here run from 25 plans to 960, and one flat fee across that spread would be cheap for the largest buyer and dear for the smallest.
Why is Market not priced?: Because the signal it exists to serve — Provider Consolidation, the firm-level radar — is withheld rather than delayed, and pricing a tier on a feature we are deliberately holding back would be selling that feature. When it ships, Market gets a number like the other two. Until then it is a conversation, and you will be told exactly what is and is not in it.
Can I pay monthly?: Not today. Every tier is annual, which is the cycle the product actually works on: the panel refreshes on filing data, and a monthly subscription to a list that changes quarterly would be selling you eleven months of a list you already have. If annual is the blocker rather than the price, say so — that is useful to know.
What am I actually paying for?: The transformation, not the filings. The filings are free and public. What is not free is resolving plan and provider identity across sixteen years, defining outcomes that are not circular, and validating out of time against gates fixed in advance.
Why would a subscription renew?: Because a ranked list is burned down in a quarter. The renewal is the movers: which plans entered the top decile since the last refresh, which left, and what changed in the filings to move them.
Are these scores advice?: No. They are model estimates over plan-level public filings, built to prioritise who to call first. They are not investment advice, not a fiduciary opinion, and no one here is a licensed adviser.
Can I get it in my own warehouse?: Not yet. Bulk export, an API and warehouse-direct delivery are on the roadmap and are listed under 'not yet' on every tier above rather than in a feature list. If that is a requirement, say so — it changes the order things get built in.
What happens after I ask?: A person replies, usually the same day. Provisioning is a human step on purpose while we are small enough that a wrong grant costs more than the wait.

What every tier gets, regardless

The same models. Scope changes what you can see. It never changes the quality of what you see, and there is no tier where the ranking is deliberately worse.
The same published failures. Every gate, passed or failed, on every signal, at every tier. The gates.
The reason line on every scored plan. A score you cannot interrogate is a score you should not act on.

Look before you buy it

The prices above are worth nothing to you until the list is. Sign in and check the rankings against a book you already know — if they do not tell you something you did not know, no price is the right price. When they do, email admin@infinidatum.net and we will scope the tier and invoice it.