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Compare PlanSource and WEX Benefits 
At a Glance
Market Segments
Mid-Market (67.9% of reviews)
Mid-Market (70.2% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
PlanSource
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 PlanSourceWEX Benefits
Star Rating
(58)3.6 out of 5
Market Segments
Mid-Market (70.2% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about WEX BenefitsPlanSource vs WEX Benefits
When assessing the two solutions, reviewers found PlanSource easier to use. However, WEX Benefits is easier to set up and administer. Reviewers also preferred doing business with WEX Benefits overall.
- Reviewers felt that PlanSource meets the needs of their business better than WEX Benefits.
- When comparing quality of ongoing product support, reviewers felt that PlanSource is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of PlanSource over WEX Benefits.
Pricing
Entry-Level Pricing
PlanSource
No pricing availableWEX Benefits
No pricing availableFree Trial
PlanSource
No trial information availableWEX Benefits
No trial information availableRatings
Meets Requirements
8.5
117
7.7
44
Ease of Use
8.4
118
7.5
46
Ease of Setup
7.3
91
8.4
24
Ease of Admin
8.0
100
8.9
21
Quality of Support
8.1
113
7.4
40
Has the product been a good partner in doing business?
8.1
98
9.3
24
Product Direction (% positive)
7.9
116
7.0
39
Features by Category
Benefits Administration Platform Features
8.7
88
9.0
18
8.6
85
8.1
14
7.9
76
7.9
11
8.3
64
7.7
10
8.1
36
7.5
8
8.5
79
7.8
20
8.5
61
8.6
17
8.1
45
8.1
15
Benefits Administration Platform Features
8.7
88
9.0
18
8.6
85
8.1
14
7.9
76
7.9
11
8.3
64
7.7
10
8.1
36
7.5
8
8.5
79
7.8
20
8.5
61
8.6
17
8.6
85
8.3
9
8.1
45
8.1
15
7.5
45
8.2
10
Not enough data
Feature Not Available
Not enough data
8.5
12
Generative AI
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
7.4
58
7.6
9
7.4
49
7.8
12
7.8
30
6.9
8
8.5
75
8.4
17
8.1
76
8.3
20
7.6
41
8.7
14
8.0
73
8.5
16
8.4
75
8.4
18
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
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
Platform Performance
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Feature Not Available
Not enough data
Feature Not Available
Analytics - Lifestyle Spending Account (LSA)
Not enough data
Not enough data
Not enough data
Not enough data
Platform - Lifestyle Spending Account (LSA)
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 - Health Savings Account (HSA)
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data - Health Savings Account (HSA)
Not enough data
Not enough data
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
Categories
Categories
Shared Categories
PlanSource and WEX Benefits are categorized as Benefits Administration
Unique Categories
PlanSource is categorized as SAP Store
WEX Benefits is categorized as Health Savings Account (HSA), Benefits Support, and Lifestyle Spending Account (LSA)
Reviews
Reviewers' Company Size
PlanSource
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
WEX Benefits
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
Construction
6.7%
Hospital & Health Care
6.0%
Education Management
6.0%
Information Technology and Services
4.5%
Entertainment
4.5%
Other
72.4%
Hospital & Health Care
12.3%
Computer Software
12.3%
Information Technology and Services
10.5%
Education Management
5.3%
Construction
5.3%
Other
54.4%
Discussions
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
What are WEX benefits?
1 Comment
Official Response from WEX Benefits
WEX offers a full suite of solutions to help HR teams simplify their benefits administration and employee benefits experience. Our solutions include:
-...Read more
What is WEX software?
1 Comment
Official Response from WEX Benefits
WEX offers a full suite of solutions to help HR teams simplify their benefits administration and employee benefits experience. Our solutions include:
-...Read more
What does WEX cover?
1 Comment
Official Response from WEX Benefits
WEX offers a full suite of solutions to help HR teams simplify their benefits administration and employee benefits experience. Our solutions include:
-...Read more
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