Compare Paychex and PlanSource 
At a Glance
Market Segments
Small-Business (75.5% of reviews)
Mid-Market (67.9% of reviews)
Entry-Level Pricing
Contact Vendor for Pricing
No pricing available
Paychex
Star Rating
(1,645)4.1 out of 5
Market Segments
Small-Business (75.5% of reviews)
Pros & Cons
Entry-Level Pricing
Contact Vendor for Pricing
Learn more about PaychexPlanSource
Star Rating
(145)4.0 out of 5
Market Segments
Mid-Market (67.9% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about PlanSourceSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Paychex excels in user experience, highlighting its clean, user-friendly interface that consolidates payroll and benefits in one location, making it easy for users to see their paycheck in real time.
- Users say that Paychex offers a smoother setup process compared to PlanSource, with many praising the intuitive onboarding wizard that simplifies initial configuration and allows for quick adaptation to the platform.
- Reviewers mention that while both platforms are customizable, Paychex stands out for its dedicated account representatives who assist users in creating tailored reports, enhancing the overall user experience.
- According to verified reviews, PlanSource is recognized for its robust feature set and customization options, with users appreciating the ability to see detailed contributions per paycheck, which streamlines the management of benefits and payroll.
- Users highlight that Paychex has a higher volume of recent reviews, indicating a more active user base and up-to-date feedback, which suggests a more reliable and tested platform for small businesses.
- G2 reviewers note that while PlanSource has strengths in benefits record management and enrollment planning, it faces challenges in user support, with some users expressing a desire for more responsive assistance compared to Paychex's dedicated support team.
Pricing
Entry-Level Pricing
PlanSource
No pricing availableFree Trial
Paychex
No trial information availablePlanSource
No trial information availableRatings
Meets Requirements
8.7
1,315
8.5
117
Ease of Use
8.5
1,376
8.4
118
Ease of Setup
8.3
986
7.3
91
Ease of Admin
8.5
963
8.0
100
Quality of Support
8.3
1,269
8.1
113
Has the product been a good partner in doing business?
8.5
961
8.1
98
Product Direction (% positive)
7.5
1,293
7.9
116
Features by Category
Core HR
8.1
114
Not enough data
7.9
107
Not enough data
7.8
53
Not enough data
8.1
77
Not enough data
8.4
114
Not enough data
7.8
115
Not enough data
Generative AI
4.3
5
Not enough data
Platform
7.5
312
7.4
58
7.4
165
7.4
49
Feature Not Available
7.8
30
8.3
400
8.5
75
8.5
410
8.1
76
8.0
292
7.6
41
8.2
401
8.0
73
8.5
424
8.4
75
Expense Reports
8.4
40
|
Verified
Not enough data
8.2
32
|
Verified
Not enough data
Feature Not Available
Not enough data
8.1
26
|
Verified
Not enough data
8.8
37
|
Verified
Not enough data
Feature Not Available
Not enough data
7.4
19
|
Verified
Not enough data
Agentic AI - Expense Management
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Travel Management
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
7.5
16
|
Verified
Not enough data
Client Invoicing
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.2
75
|
Verified
Not enough data
Mobile
7.6
25
|
Verified
Not enough data
7.5
21
|
Verified
Not enough data
Feature Not Available
Not enough data
Platform
7.7
13
Not enough data
7.8
24
|
Verified
Not enough data
Administration
8.5
26
|
Verified
Not enough data
Administration
8.0
135
|
Verified
Not enough data
7.9
137
|
Verified
Not enough data
8.1
141
|
Verified
Not enough data
7.9
131
|
Verified
Not enough data
8.3
199
|
Verified
Not enough data
Platform
8.2
217
|
Verified
Not enough data
7.7
99
|
Verified
Not enough data
6.9
35
Not enough data
8.2
208
|
Verified
Not enough data
8.0
149
|
Verified
Not enough data
7.5
76
|
Verified
Not enough data
Employee Self Service
8.6
855
|
Verified
Not enough data
8.0
547
|
Verified
Not enough data
8.3
530
|
Verified
Not enough data
Administration
8.7
861
|
Verified
Not enough data
7.9
563
|
Verified
Not enough data
9.3
933
|
Verified
Not enough data
8.5
407
|
Verified
Not enough data
8.9
780
|
Verified
Not enough data
8.7
564
|
Verified
Not enough data
8.6
458
|
Verified
Not enough data
9.2
783
|
Verified
Not enough data
9.1
832
|
Verified
Not enough data
Taxes
9.1
880
|
Verified
Not enough data
9.0
835
|
Verified
Not enough data
9.1
828
|
Verified
Not enough data
Integration
7.8
264
|
Verified
Not enough data
7.7
303
|
Verified
Not enough data
7.7
307
|
Verified
Not enough data
7.6
266
|
Verified
Not enough data
Platform
8.6
862
|
Verified
Not enough data
8.6
841
|
Verified
Not enough data
8.7
877
|
Verified
Not enough data
8.7
729
|
Verified
Not enough data
Benefits Administration Platform Features
8.2
233
8.7
88
8.0
196
8.6
85
7.0
112
7.9
76
8.3
172
8.3
64
8.5
190
8.1
36
8.2
226
8.5
79
8.4
211
8.5
61
7.9
152
8.1
45
Benefits Administration Platform Features
8.2
233
8.7
88
8.0
196
8.6
85
7.0
112
7.9
76
8.3
172
8.3
64
8.5
190
8.1
36
8.2
226
8.5
79
8.4
211
8.5
61
8.3
223
8.6
85
7.9
152
8.1
45
7.6
102
7.5
45
5.8
19
Not enough data
6.7
23
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Platform
7.5
312
7.4
58
7.4
165
7.4
49
Feature Not Available
7.8
30
8.3
400
8.5
75
8.5
410
8.1
76
8.0
292
7.6
41
8.2
401
8.0
73
8.5
424
8.4
75
Compliance
6.7
10
Not enough data
6.7
8
Not enough data
6.7
10
Not enough data
Platform
6.5
9
Not enough data
7.0
9
Not enough data
6.5
9
Not enough data
Support
6.2
10
Not enough data
7.0
9
Not enough data
6.9
8
Not enough data
6.5
11
Not enough data
6.9
12
Not enough data
6.0
13
Not enough data
6.0
12
Not enough data
Automation
7.3
25
Not enough data
Logistics
7.9
30
Not enough data
7.5
27
Not enough data
6.7
25
Not enough data
Management
6.5
19
Not enough data
7.4
20
Not enough data
7.7
25
Not enough data
8.0
30
Not enough data
8.1
30
Not enough data
8.4
31
Not enough data
7.6
28
Not enough data
Monitoring
7.6
25
Not enough data
7.6
26
Not enough data
7.1
26
Not enough data
Basics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Content
Not enough data
Not enough data
Not enough data
Not enough data
Recruiting and Onboarding
6.8
21
Not enough data
6.6
50
Not enough data
7.6
22
|
Verified
Not enough data
Platform
7.5
312
7.4
58
7.4
165
7.4
49
Feature Not Available
7.8
30
8.3
400
8.5
75
8.5
410
8.1
76
8.0
292
7.6
41
8.2
401
8.0
73
8.5
424
8.4
75
Background Check Administration
8.0
21
Not enough data
8.2
10
Not enough data
8.0
10
Not enough data
Background Check Data
7.8
9
Not enough data
6.9
7
Not enough data
7.8
9
Not enough data
Background Check Additional Functionality
6.7
8
Not enough data
6.5
8
Not enough data
5.2
7
Not enough data
AI Insight Check - Background Check
Feature Not Available
Not enough data
AI Investigation and Verification - Background Check
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Performance reviews
5.0
8
Not enough data
6.9
9
Not enough data
5.6
8
Not enough data
Goals
6.0
8
Not enough data
6.2
7
Not enough data
Feedback
6.5
9
Not enough data
6.5
8
Not enough data
6.5
8
Not enough data
6.0
7
Not enough data
Data
6.7
8
Not enough data
6.7
9
Not enough data
Agentic AI - Performance Management
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Reports
6.8
11
Not enough data
6.9
12
Not enough data
6.8
12
Not enough data
8.2
12
Not enough data
Cleaning
6.4
13
Not enough data
7.6
11
Not enough data
8.0
11
Not enough data
Generative AI
Feature Not Available
Not enough data
6.9
9
Not enough data
5.7
9
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - SAP Store
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Applicant Tracking Systems (ATS)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Sourcing
8.0
15
Not enough data
8.2
13
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Candidate Management - Applicant Tracking System
8.1
15
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
7.5
312
7.4
58
7.4
165
7.4
49
Feature Not Available
7.8
30
8.3
400
8.5
75
8.5
410
8.1
76
8.0
292
7.6
41
8.2
401
8.0
73
8.5
424
8.4
75
AI - Applicant Tracking Systems (ATS)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Onboarding
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Not enough data
Not enough data
Feature Not Available
Not enough data
Platform Content
8.0
106
Not enough data
8.2
114
Not enough data
8.2
95
Not enough data
7.6
47
Not enough data
7.0
46
Not enough data
7.1
45
Not enough data
Platform Additional Functionality
8.4
130
Not enough data
7.5
52
Not enough data
7.9
61
Not enough data
7.8
83
Not enough data
7.9
101
Not enough data
Platform Data
7.7
57
Not enough data
7.9
78
Not enough data
7.6
64
Not enough data
Platform
7.5
312
7.4
58
7.4
165
7.4
49
Feature Not Available
7.8
30
8.3
400
8.5
75
8.5
410
8.1
76
8.0
292
7.6
41
8.2
401
8.0
73
8.5
424
8.4
75
Recruiting and Onboarding
6.6
50
Not enough data
8.3
117
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Course Authoring
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Course Delivery
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Course Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
LMS Marketplace
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Interface
Not enough data
Not enough data
Not enough data
Not enough data
Training & eLearning
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Agentic AI - Corporate Learning Management Systems
Feature Not Available
Not enough data
Feature Not Available
Not enough data
Time Tracking
8.3
218
Not enough data
8.4
132
Not enough data
8.4
95
Not enough data
Client Invoicing
Feature Not Available
Not enough data
Feature Not Available
Not enough data
8.2
75
|
Verified
Not enough data
Mobile Time Tracking
8.3
151
Not enough data
Administration
8.0
135
|
Verified
Not enough data
7.9
137
|
Verified
Not enough data
8.1
141
|
Verified
Not enough data
7.9
131
|
Verified
Not enough data
8.3
199
|
Verified
Not enough data
Platform
8.2
217
|
Verified
Not enough data
7.7
99
|
Verified
Not enough data
6.9
35
Not enough data
8.2
208
|
Verified
Not enough data
8.0
149
|
Verified
Not enough data
7.5
76
|
Verified
Not enough data
Platform
7.5
312
7.4
58
7.4
165
7.4
49
Feature Not Available
7.8
30
8.3
400
8.5
75
8.5
410
8.1
76
8.0
292
7.6
41
8.2
401
8.0
73
8.5
424
8.4
75
Platform
7.5
312
7.4
58
7.4
165
7.4
49
Feature Not Available
7.8
30
8.3
400
8.5
75
8.5
410
8.1
76
8.0
292
7.6
41
8.2
401
8.0
73
8.5
424
8.4
75
Workforce Management Platform Features
8.8
31
Not enough data
8.0
27
Not enough data
8.6
68
Not enough data
8.4
67
Not enough data
8.4
29
Not enough data
Feature Not Available
Not enough data
8.8
41
Not enough data
9.0
59
Not enough data
7.7
27
Not enough data
8.2
38
Not enough data
Platform
7.5
312
7.4
58
7.4
165
7.4
49
Feature Not Available
7.8
30
8.3
400
8.5
75
8.5
410
8.1
76
8.0
292
7.6
41
8.2
401
8.0
73
8.5
424
8.4
75
Categories
Categories
Shared Categories
Paychex and PlanSource are categorized as Benefits Administration
Unique Categories
Paychex is categorized as Candidate Relationship Management, Time Tracking, PEO Providers, Time & Attendance, Applicant Tracking Systems (ATS), Performance Management, Payroll, Workforce Management, Background Check, HR Analytics, Corporate Learning Management Systems, Employee Perks, Onboarding, Core HR, Expense Management, HCM Software, and Employee Recognition
PlanSource is categorized as SAP Store
Reviews
Reviewers' Company Size
Paychex
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
PlanSource
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Non-Profit Organization Management
7.0%
Construction
6.2%
Hospital & Health Care
4.7%
Real Estate
3.9%
Retail
3.9%
Other
74.4%
Construction
6.7%
Hospital & Health Care
6.0%
Education Management
6.0%
Entertainment
4.5%
Information Technology and Services
4.5%
Other
72.4%
Discussions
We have reduced employees, yet still pay the same bi-monthly fee. Shouldn't it be lower?
7 Comments
EG
There is probably a base rate, determined by a minimum number of employees. As long as you have more than the minimum number of employees, the fee would be...Read more
Paycheck Stubs
3 Comments
EG
15 minutes does not seem like an inordinate amount of time for a payroll to be processed, especially if you are submitting it on a day when a multitude of...Read more
Could you gear the instructions to the CLIENT instead of the PayChex representative?
2 Comments
EG
Paychex provided a printout that we give to employees that tells them how to set up their accounts. When I set up the company's online account a few years...Read more
When was PlanSource founded?
1 Comment
Official Response from PlanSource
PlanSource is a high growth technology company founded in 2008, although we got our start in the human capital management technology space back in 1997. Our...Read more
How many employees does PlanSource have?
1 Comment
Official Response from PlanSource
PlanSource has approximately 600 employees throughout 5 locations in the U.S.Read more
Are you legally approved to operate as a TPA nationally?
1 Comment
Official Response from PlanSource
Yes! And we also operate payroll in 50 states.Read more
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