Best 401(k) Software - Page 2

How Many 401(k) Software Products Does G2 Track?

Total Products under this Category: 28

Category Stats (Sep 2026)

  • Average Rating: 4.15/5 (↑0.06 vs Aug 2026) The average rating of products in this category, based on all submitted ratings

Last updated: September 12, 2026

How Does G2 Rank 401(k) Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 4,600+ Authentic Reviews
  • 28+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for 401(k) Software

G2 Grid® for 401(k) Software plotting products by satisfaction and market presence

Highlighted products: Human Interest, Betterment at Work, Gusto 401(k), 401GO, Ubiquity Retirement, Betterment Advisor Solutions, ForUsAll, and Vestwell.

Underlying data: [Grid® JSON](https://www.g2.com/categories/401-k/grids.json?focus%5B%5D=human-interest&focus%5B%5D=betterment-at-work&focus%5B%5D=gusto-401-k&focus%5B%5D=401go&focus%5B%5D=ubiquity-retirement&focus%5B%5D=betterment-advisor-solutions&focus%5B%5D=forusall&focus%5B%5D=vestwell)

Saveday

Saveday is 401(k) Solved! Convenient to start, simple to use, and wildly affordable for small to medium businesses.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind Saveday?

  • Seller: SaveDay
  • Year Founded: 2016
  • HQ Location: Austin, US
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Saveday?

401(k) Easy

401(k) Easy is 401k plan administration software solution.

Who Is the Company Behind 401(k) Easy?

  • Seller: 401k Easy
  • Year Founded: 2000
  • HQ Location: Los Angeles, US
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

AB401k

America's Best 401k solves the primary problem that exists with the majority of existing 401k plans. It is our mission to rescue 401k plan participants from high, unnecessary, and unreasonable fees, and help secure a more comfortable retirement for you and your employees.

Who Is the Company Behind AB401k?

  • Seller: AB401k
  • Year Founded: 2012
  • HQ Location: Scottsdale, US
  • LinkedIn® Page: www.linkedin.com
    56 employees on LinkedIn®

Basic Capital

The AI-native 401(k) built for modern companies. With Basic Capital, you get more investment optionality, faster service and support, and the most modern user experience in the industry.

Who Is the Company Behind Basic Capital?

bav|guard

The bav|guard is a German cross-provider communication and administration software for company pension schemes (bAV), company health insurance (bKV), and other benefits. The tool is aimed at HR departments, payroll, and management in companies of all sizes who want to digitize and optimize their processes around employee benefits. The software automates bAV processes by automatically sending emails to insurers, reminding of entitlements, and providing a digital workspace for all stakeholders with E-Sign & Co. Benefits can be communicated using the campaign tool, and an employee app allows personal access to their own data and contracts. The transparent pricing model is €6.60 per employee per year, differing from the "per policy" approach of many bAV solutions.

Who Is the Company Behind bav|guard?

  • Seller: bavonline
  • Year Founded: 2019
  • HQ Location: Gummersbach, DE
  • LinkedIn® Page: www.linkedin.com
    7 employees on LinkedIn®

Congruent

Congruent Solutions is specialist technology solutions and outsourced plan administration services provider to the retirement plan industry. We help Plan Providers, Record Keepers, and Third-Party Administrators (TPAs) to provide a great Customer Experience (CX) to Plan Sponsors and Plan Participants. Our cloud-based self-service CORE suite of technology solutions empowers Sponsors & Participants, neutralizes the high cost of running applications on legacy systems, and reduces the total cost of ownership. Our back-office retirement plan administration services help manage seasonal workloads better by increasing your bandwidth, freeing up the high cost of resources, and significantly reducing costs through the entire life cycle of plan administration. Lastly, we help providers with all their custom software development needs. Deep domain expertise backed with process and technology expertise means we quickly align to your business needs and bring innovative solutions to address the challenges faced by the customer. Congruent Solutions is the partner of choice for the retirement plan industry.

Who Is the Company Behind Congruent?

Money intelligence

Money Intelligence is reinventing the 401(k) and helping companies offer the best retirement plans to their employees. Money Intelligence is fighting to turn 401(k)s into something employees love, instead of a hassle with high fees, poor investment choices, and complicated financial decisions. Money Intelligence also automates plan administration responsibilities for companies, so entrepreneurs can focus on building their companies and not on administering their benefits.

Who Is the Company Behind Money intelligence?

Rollover Analysis Tool

Rollover Analysis Tool is compliance software that generates retirement plan rollover documentation to withstand regulatory scrutiny. It automates Form 5500 analysis, produces defensible fee comparisons, and includes complete audit trails. Evaluations are completed in minutes without enterprise contracts or manual spreadsheets. The platform supports rollovers from employer plans to IRAs, IRA-to-IRA transfers, annuity rollovers, and custom plans like Keogh accounts. Integration with the Form 5500 database retrieves fee data, participant counts, and asset details. Reports comply with PTE 2020-02 standards and feature professional PDF documentation for regulatory review. Security measures include AES-256 encryption, multi-factor authentication, and adherence to SEC Regulation S-P with safeguards, incident response policies, and breach notification protocols.

Who Is the Company Behind Rollover Analysis Tool?

ShareBuilder 401k

ShareBuilder 401k was launched in 2005 with the goal of making retirement savings plans accessible for all. Today, we serve over 6,000 companies across America offering 401(k) plan design consulting, employee education, digital setup, and investment management services.

Who Is the Company Behind ShareBuilder 401k?

Tantify

Tantify is a virtual staging company that provides outstanding renderings and an easy-to-use platform.

Who Is the Company Behind Tantify?

The Retirement Analysis Kit

Retire Ready is a benefits administration software that simplifies retirement planning.

Who Is the Company Behind The Retirement Analysis Kit?

Inia Debnath
ID
Researched and written by Inia Debnath
Updated October 3, 2024