--- title: Ubiquity Retirement Reviews meta\_title: 'Ubiquity Retirement Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 60 reviews by the users' company size, role or industry to find out how Ubiquity Retirement works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 60 scale: '5' date\_modified: '2026-08-07' parent\_category: name: HR url: https://www.g2.com/categories/hr --- # Ubiquity Retirement Reviews & Product Details Visit Website Ubiquity is a retirement plan solution specifically designed for small business owners, aiming to provide them with qualified retirement plans that cater to their unique needs. Established in 1999, Ubiquity has focused on empowering businesses to secure their financial futures through effective retirement solutions. The company combines advanced technology with exceptional customer support to address the cost and compliance challenges that often hinder small businesses across the nation. Targeting small business owners, Ubiquity offers a range of customizable retirement plans that are both simple to implement and affordable. These plans are designed to meet the diverse needs of various businesses, ensuring that owners can provide their employees with valuable retirement benefits while also managing their own financial goals. Ubiquity's commitment to transforming the retirement landscape for small businesses has resulted in the successful implementation of plans for over 16,000 businesses, positively impacting hundreds of thousands of lives. Key features of Ubiquity's retirement plans include a user-friendly online platform that simplifies the enrollment process, making it easy for both employers and employees to navigate. The plans are customizable, allowing business owners to tailor their offerings to align with their specific objectives and workforce needs. Additionally, Ubiquity provides ongoing support and resources to ensure compliance with ever-changing regulations, helping businesses avoid potential pitfalls that could arise from mismanagement of retirement plans. The benefits of choosing Ubiquity extend beyond just compliance and cost-effectiveness. By offering a robust retirement plan, small businesses can enhance employee satisfaction and retention, as workers increasingly seek employers who provide comprehensive benefits. Ubiquity's focus on affordability ensures that even the smallest of businesses can access high-quality retirement solutions without straining their budgets. This combination of features and benefits positions Ubiquity as a reliable partner for small business owners looking to secure their financial futures and those of their employees. * * * Product Website Ubiquity Retirement Seller [Ubiquity Retirement + Savings](https://www.g2.com/sellers/ubiquity-retirement-savings) Discussions [Ubiquity Retirement Community](https://www.g2.com/products/ubiquity-retirement/discuss) Languages Supported English Solution Type Best-of-Breed Show More ## Pricing Pricing provided by Ubiquity Retirement. ### Single(k) Starting at $19.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/ubiquity-retirement/pricing) ## Ubiquity Retirement Integrations (25) What do users say about integrations? Verified by Ubiquity Retirement [ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") ADP Payroll Services ](https://www.g2.com/products/adp-payroll-services/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") APEX ](https://www.g2.com/products/apex-apex/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Auris Payroll ](https://www.g2.com/products/auris-payroll/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Centric ](https://www.g2.com/products/centric/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Coastal Payroll ](https://www.g2.com/products/coastal-payroll/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") EmCentrix HRMS ](https://www.g2.com/products/emcentrix-hrms/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Encompass ](https://www.g2.com/products/encompass/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Finch ](https://www.g2.com/products/finch-finch/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Focus HR ](https://www.g2.com/products/focus-hr/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Gusto ](https://www.g2.com/products/gusto/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Intuit QuickBooks ](https://www.g2.com/products/intuit-quickbooks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") isolved ](https://www.g2.com/products/isolved/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Justworks ](https://www.g2.com/products/justworks/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Marathon ](https://www.g2.com/products/marathon/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") MassPay ](https://www.g2.com/products/masspay/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Namely ](https://www.g2.com/products/namely/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Paychex ](https://www.g2.com/products/paychex/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Paycor ](https://www.g2.com/products/paycor/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") PayDay - Payroll Software ](https://www.g2.com/products/payday-payroll-software/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Paylocity ](https://www.g2.com/products/paylocity/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Rippling ](https://www.g2.com/products/rippling/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") TriNet ](https://www.g2.com/products/trinet/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") UKG Ready ](https://www.g2.com/products/ukg-ready/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Wave ](https://www.g2.com/products/wave/reviews)[ ![Product Avatar Image](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Product Avatar Image") Workplace Solutions ](https://www.g2.com/products/workplace-solutions/reviews) Show More AN Verified User in Accounting 3/24/2026 "User friendly" 5/5 What do you like best about Ubiquity Retirement? user friendly. Easy Onboarding process and staff use Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? Have not used the site enough to have a comment on this. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? start up 401K solution Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-12524868/official_response/edit) Thank you for sharing your positive experience with us! We're committed to providing a user-friendly onboarding process and helpful staff to make managing your 401k as easy as possible. Current UserValidated ReviewerSource: In-app ![Verified User in Information Technology and Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Information Technology and Services") EI Verified User in Information Technology and Services 5/2/2026 "Excellent support" 5/5 What do you like best about Ubiquity Retirement? The blending of personal support and do-it-yourself is well balanced. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? Just completed setup and preparing for the first payroll run. So far, I have no complaints. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? Employee benefit offering - a chance to double their investment dollars. Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-12621184/official_response/edit) Thank you for sharing your positive experience with us. We're glad to hear that your setup process went smoothly, and we're here to support you every step of the way. Current UserValidated ReviewerSource: In-app ![Brianna R.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Brianna R.") BR Brianna R. 12/9/2025 "Efficient Retirement Planning with Flexible Options" 5/5 What do you like best about Ubiquity Retirement? I love the ability to change allocations each month as needed, this helps me keep up with the market as it changes. Simple! Anyone can do it. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? There is nothing that I have found yet that I don't like. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? Ubiquity Retirement helps me understand my retirement options and lets me change allocations monthly to adapt to market shifts. Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-12066543/official_response/edit) Thank you for sharing your experience with Ubiquity. We’re glad to hear that the platform has been easy to use and that the flexibility around changing allocations has been helpful. Our goal is to make managing your retirement plan clear and efficient, and it’s great to know the tools are supporting you in understanding your options and responding to market changes. If any questions come up or you ever need support, our team is here to help. Validated ReviewerIncentivizedSource: G2 invite on behalf of seller ![Verified User in Mental Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Mental Health Care") AM Verified User in Mental Health Care 2/26/2026 "The onboarding process was ...ok" 3.5/5 What do you like best about Ubiquity Retirement? I like that it is plug and play. However, the automation could use some work. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? There were a number of minor issues that could have been automated, but where I ended up needing to consult with a representative to move forward with the onboarding process. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? We needed a 401k plan and now we have one. Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-12387634/official_response/edit) Thank you for your feedback. We appreciate your input on the onboarding process and the automation. We are constantly working to improve the experience to make the process smoother for our customers. Current UserValidated ReviewerSource: In-app ![Verified User in Civic & Social Organization](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Civic & Social Organization") EC Verified User in Civic & Social Organization 2/13/2026 "So Easy!" 5/5 What do you like best about Ubiquity Retirement? Great onboarding and information to get started. I also like the ease of employees accessing info about their plans online. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? I don't have any dislikes yet. Set up has been very smooth so far. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? We are a small nonprofit and want to ensure that employees have access to great retirement services at a reasonable cost to the organization. Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-12357620/official_response/edit) We're glad to hear that you had a great onboarding experience and find our online access convenient. Thank you for choosing Ubiquity Retirement! Current UserValidated ReviewerSource: In-app JP Jesse P. Chairman and CEO Small-Business (50 or fewer emp.) 9/30/2025 "It's been very good." 4/5 What do you like best about Ubiquity Retirement? I appreciate how easy and straightforward it is to use, along with its affordable price. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? I can't find anything to dislike about this. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? Its helping us provide a 401K to my employees and an affordable cost. Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-11748263/official_response/edit) It's great to hear that Ubiquity Retirement is helping you provide a 401K to your employees at an affordable cost. We're committed to making retirement planning simple and cost-effective. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AN Verified User in Retail 12/2/2025 "Very good but slow." 3.5/5 What do you like best about Ubiquity Retirement? It seems to be a robust system and integrates with our payroll. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? Communication isn't great, the left hand doesn't seem to know what the right hand is doing. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? Adding a 401k retirement system to our busindess. Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-12035741/official_response/edit) Thank you for taking the time to share this feedback. We’re glad to hear the system is working well for your business and integrates smoothly with your payroll. We’re sorry to hear that parts of the experience felt slow or disconnected. We want every interaction to feel clear and coordinated, and your input is helpful in understanding where improvements may be needed. If you’d be open to sharing a bit more about your experience, our team would appreciate the opportunity to learn from it and support you going forward. Current UserValidated ReviewerSource: In-app ![Amy S.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Amy S.") AS Amy S. President Small-Business (50 or fewer emp.) 10/9/2025 "Made me feel like a top priority" 5/5 What do you like best about Ubiquity Retirement? The customer service feels truly personalize. Nick Pilner worked hard to resolve my issue, and even as a small business I was made to feel like a top priority. Responsive, reliable, easy and a pleasure to work with. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? Nothing at this time, my experience has been very positive - working with Nick is a big part of that. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? n/a Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-11788893/official_response/edit) Thank you for sharing your positive experience with our customer service team. We are committed to providing personalized and reliable service to all our clients. We value your business and are here to support you every step of the way. Validated ReviewerSource: Organic ![Verified User in Investment Management](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Management") UI Verified User in Investment Management 2/23/2026 "Investment Advisor" 5/5 What do you like best about Ubiquity Retirement? User Interface and technical support from platform Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? Resource library can be easier to access and understand Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? administration of 401k plans Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-12333009/official_response/edit) We're happy to hear that you find our platform's user interface and technical support helpful. We will take your feedback into consideration and work on improving the accessibility and clarity of our resource library. Current UserValidated ReviewerSource: In-app ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") AA Verified User in Accounting 12/29/2025 "Easy to setup" 4.5/5 What do you like best about Ubiquity Retirement? It was very quick and easy to set up - probably the easiest setup of the entire office. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? It was a little confusing about adding the brokerage portion. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? It is allowing me to have an independent 401k plan. Review collected by and hosted on G2.com. Show More Response from Melissa Chery of Ubiquity Retirement [Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-12093120/official_response/edit) Thanks for the review, we’re glad to hear setup was quick and straightforward, and that the plan is supporting your ability to maintain a Solo 401(k). We appreciate the feedback on the brokerage component and will take it into account as we continue to enhance our educational resources and overall customer experience. Current UserValidated ReviewerSource: In-app ## Questions about Ubiquity Retirement? Ask real users or explore answers from the community Get practical answers, real workflows, and honest pros and cons from the G2 community or share your insights. [ Ask about Ubiquity Retirement ](https://www.g2.com/products/ubiquity-retirement/discussions/new) ![Anna M.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Anna M.") AM Anna Martin • Last activity 9 months ago I would love to know how other small businesses are using their 401ks to attract talent. 1 Upvote 0 [ Join the conversation ](https://www.g2.com/discussions/ubiquity-retirement-i-would-love-to-know-how-other-small-businesses-are-using-their-401ks-to-attract-talent) [ View all Discussions ](https://www.g2.com/products/ubiquity-retirement/discuss) ## Pricing Options Pricing provided by Ubiquity Retirement. ### Single(k) Starting at $19.00 Per Month ### Single(k) Plus Starting at $37.50 Per Month ### Saver(k) Starting at $97.00 Per Month [ View More Pricing Information ](https://www.g2.com/products/ubiquity-retirement/pricing) Ubiquity Retirement Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6c0b69a4cbd4386c9d156a20bbfa5843/gusto-401-k.png "Product Avatar Image") Gusto 401(k) 4.5/5(1,156) [ Compare Now ](https://www.g2.com/compare/gusto-401-k-vs-ubiquity-retirement) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2c07d3c9066dc5cfd7fbdb432ff8174f/human-interest.png "Product Avatar Image") Human Interest 4.3/5(2,438) [ Compare Now ](https://www.g2.com/compare/human-interest-vs-ubiquity-retirement) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png "Product Avatar Image") Betterment at Work 4.3/5(709) [ Compare Now ](https://www.g2.com/compare/betterment-at-work-vs-ubiquity-retirement) ##### ##### Ubiquity Retirement Features Onboarding Administrators Employees Dashboard Balances Investments Personal Information Compliance IRS Tax Benefits Administration Monitoring Reporting [ View More Features ](https://www.g2.com/products/ubiquity-retirement/features) ## Top-Rated Alternatives [ ![Gusto 401(k)](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Gusto 401(k)") Gusto 401(k) 4.5/5(1,156) ](https://www.g2.com/products/gusto-401-k/reviews) [ ![Human Interest](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Human Interest") Human Interest 4.3/5(2,438) ](https://www.g2.com/products/human-interest/reviews) [ ![Betterment at Work](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Betterment at Work") Betterment at Work 4.3/5(709) ](https://www.g2.com/products/betterment-at-work/reviews) [ View All Alternatives ](https://www.g2.com/products/ubiquity-retirement/competitors/alternatives) ##### Categories on G2 [401(k)](https://www.g2.com/categories/401-k) ##### Explore More [Which IT compliance services offer proven quick deployment and minimal need for external implementation consultants?](https://www.g2.com/discussions/which-it-compliance-services-offer-proven-quick-deployment-and-minimal-need-for-external-implementation-consultants)[Best platform for sales data analytics](https://www.g2.com/discussions/what-is-the-best-platform-for-sales-data-analytics)[What features matter most in an inspection management platform for a team tracking inspection scores and findings across more than a dozen locations?](https://www.g2.com/discussions/what-features-matter-most-in-an-inspection-management-platform-for-a-team-tracking-inspection-scores-and-findings-across-more-than-a-dozen-locations) [Which cloud kitchen management solutions offer strong delivery partner integration without creating order fulfillment bottlenecks?](https://www.g2.com/discussions/which-cloud-kitchen-management-solutions-offer-strong-delivery-partner-integration-without-creating-order-fulfillment-bottlenecks)[Which ecommerce platforms sync inventory in real time when sales spike during a peak campaign?](https://www.g2.com/discussions/which-ecommerce-platforms-sync-inventory-in-real-time-when-sales-spike-during-a-peak-campaign)[Pros and Cons Details](https://www.g2.com/products/ubiquity-retirement/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)