--- 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? 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Employee Mid-Market (51-1000 emp.) 2/27/2025 "More investment options, please." 2/5 What do you like best about Ubiquity Retirement? They let me transfer my funds to a different account. It is easy to log on and see my accounts. The website is user friendly. I have reached out to customer support on several occasions and found them to be helpful with my questions. For me it all comes down to investment options. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? Lack of options that include Bitcoin, like IBIT, MSTR (Strategy) or similar. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? I have been told that they may consider Bitcoin or crypto options in the future. 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-10896088/official_response/edit) Thank you for your feedback! We're glad to hear that you find our platform user-friendly and that our customer support team has been helpful. Providing a seamless experience for our clients is always a top priority. To clarify, Ubiquity does not determine which investment options are available—these are selected by the Plan’s Fiduciary (Trustee) and must align with the investment options permitted by the plan’s custodian. The selections made by the fiduciary dictate the investment choices available to individuals within that plan. Additionally, custodians have their own policies; for example, some may not allow Bitcoin ETFs like IBIT but may offer select Crypto Mutual Funds if a sponsor chooses to include them. For greater flexibility, the plan’s fiduciary may opt to enable individual brokerage accounts, giving employees access to a broader range of investments, including stocks and ETFs. We appreciate your feedback and encourage you to connect with your plan sponsor for more details on available investment options. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller AN Verified User in Financial Services 6/30/2025 "Excellent Experience" 5/5 What do you like best about Ubiquity Retirement? The customer service is excellent and the website it easy to use. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? The only thing is I wish is that there was a way to link my payroll servicer to the Ubiquity site in order to automate contribution reporting. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? It's very easy to use and the customer service makes it a breeze! 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-11348729/official_response/edit) We're glad to hear that you've had an excellent experience with our customer service and find our website easy to use. We appreciate your feedback about linking your payroll servicer to automate contribution reporting and will take it into consideration for future improvements. Current UserValidated ReviewerSource: In-app ![Verified User in Hospital & Health Care](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Hospital & Health Care") UH Verified User in Hospital & Health Care 10/6/2025 "nah" 4.5/5 What do you like best about Ubiquity Retirement? ease of use, easily understandable walk through Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? Adding my book-keeper was somewhat difficult and making sure he understood how it was being used prior to him funding. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? Easily visualized and funded retirement 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-11714499/official_response/edit) Thanks for sharing your feedback. We’re glad to hear you found Ubiquity easy to use and straightforward to navigate. We appreciate your note about adding your bookkeeper, we’re always looking for ways to make our processes smoother and easier to implement. Current UserValidated ReviewerSource: In-app ![Verified User in Entertainment](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Entertainment") AE Verified User in Entertainment 9/24/2025 "Plan Administrator" 5/5 What do you like best about Ubiquity Retirement? Easy to use, responsive support staff, good selection of investments Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? There is nothing that I can think of that I dislike about Ubiquity Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? It is providing a easy to use 401k plan with good profit sharing options. 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-11725454/official_response/edit) Thank you for sharing your feedback! We’re glad to hear that you find Ubiquity’s platform easy to use and that our support team has been responsive in helping you manage your plan. It’s also great to know the investment selection and profit-sharing options are working well for you. We appreciate your trust in us and look forward to continuing to support you and your employees. Current UserValidated ReviewerSource: In-app ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") CF Verified User in Financial Services 9/11/2025 "Financial Services Professional, Agent, Registered Representative" 5/5 What do you like best about Ubiquity Retirement? Friendly Support, Onboarding consultant, Lori Strollo, was tremendous. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? I like to speak to folks on the phone. Chatting or emailing is the least preferred way for me to communicate. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? Assisting my client with the funding and retirement needs for the future. 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-11668610/official_response/edit) Thank you for your feedback! We’re so glad to hear Lori and our onboarding team made a positive impression. We know everyone has different preferences for how they connect with us, which is why Ubiquity offers live phone support, chat, email, and our online Help Center. That way, you can always select the option that works best for you. Thank you again for choosing Ubiquity. We’re always here to help and look forward to supporting you and your client. Current UserValidated ReviewerSource: In-app ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting") UA Verified User in Accounting 9/24/2025 "Good experiance so far" 4/5 What do you like best about Ubiquity Retirement? I prefer flat fee for services as opposed to AUM. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? Nothing has come up so far. Onboarding has been smoth. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? Providing a retirement plan for my employees with minimal administrative burden. 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-11713637/official_response/edit) Thank you for sharing your experience! We’re glad to hear you appreciate our flat-fee pricing model and that onboarding has gone smoothly so far. Providing retirement plans that minimize administrative burden is exactly what we aim for, and we look forward to supporting you and your employees as you continue with your plan. Current UserValidated ReviewerSource: In-app ![Verified User in Law Practice](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Law Practice") AL Verified User in Law Practice 9/23/2025 "System is hard to figure out" 3.5/5 What do you like best about Ubiquity Retirement? The service is not very expensive compared to others Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? I cannot figure out how to get the program actually started. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? Implementing a retirement plan for my work 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-11645132/official_response/edit) Thank you for taking the time to share your experience. We truly value every client and are committed to supporting you at each step. If getting your plan started has been challenging, please connect with your onboarding specialist or reach out to our support team — we’re here to walk you through the process and get you up and running quickly. Current UserValidated ReviewerSource: In-app ![Verified User in Marketing and Advertising](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Marketing and Advertising") UM Verified User in Marketing and Advertising 7/15/2025 "Really nice user interface, simple to use, and our advisor Lori has been great at helping us!" 5/5 What do you like best about Ubiquity Retirement? User portal and staff are great, the setup process was a walk in the park thanks to Lori and the ease of use of the software. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? We have nothig to add here so far, our experience has been great. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? We are looking for an easy to setup and manage retirement plan for our small owned by us company 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-11398125/official_response/edit) We're delighted to hear about your positive experience with our user portal and staff, especially Lori. It's fantastic to hear that the setup process was easy and that you find the software user-friendly. If there's anything else we can do to enhance your experience, please let us know. Current UserValidated ReviewerSource: In-app ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") AC Verified User in Construction 8/5/2025 "Satisfied overall. Patrick and Ali have been great to work with." 3.5/5 What do you like best about Ubiquity Retirement? I'm not sure, we haven't been using Ubiquity long enough to form an opinion on the matter. Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? I'm not sure, we haven't been using Ubiquity long enough to form an opinion on the matter. Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? We are able to offer 401k savings to our employees. 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-11496212/official_response/edit) We're glad to hear that Patrick and Ali provided great service! If you have any specific feedback in the future, feel free to reach out to us. Current UserValidated ReviewerSource: In-app ![Rick F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Rick F.") RF Rick F. President Sales Small-Business (50 or fewer emp.) 2/27/2025 "Getting Help with my 401k" 5/5 What do you like best about Ubiquity Retirement? The actual person answering the phone! Understand it is not always possible, but very appreciated Review collected by and hosted on G2.com. What do you dislike about Ubiquity Retirement? The fact that our internal approver was not aware, or their was a slight delay in the withdrawal request Review collected by and hosted on G2.com. What problems is Ubiquity Retirement solving and how is that benefiting you? One stop for my rollover and my employers 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-10895977/official_response/edit) We appreciate your feedback and are glad to hear you value our customer support! We understand how important timely approvals are, and we’ve recently introduced new dashboard notifications to help streamline action items like withdrawal requests. These updates ensure key tasks are easily visible, reducing delays and improving efficiency. We’re always working to enhance the experience and appreciate your insights as we continue to improve our platform. Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller ## 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(2,444) [ 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(2,444) ](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 civil engineering design software gives smaller firms the most value for money with professional-grade features at a price point that does not require an enterprise license?](https://www.g2.com/discussions/which-civil-engineering-design-software-gives-smaller-firms-the-most-value-for-money-with-professional-grade-features-at-a-price-point-that-does-not-require-an-enterprise-license)[Best rated AI sales assistant tools](https://www.g2.com/discussions/what-are-the-best-rated-ai-sales-assistant-tools)[Which financial data APIs platforms avoid unexpected deprecations or data format changes that break existing integrations?](https://www.g2.com/discussions/which-financial-data-apis-platforms-avoid-unexpected-deprecations-or-data-format-changes-that-break-existing-integrations) [Is a dedicated lifestyle spending account platform worth it for a company with under 200 employees?](https://www.g2.com/discussions/is-a-dedicated-lifestyle-spending-account-platform-worth-it-for-a-company-with-under-200-employees)[What are the most trusted financial audit platforms by internal audit directors and compliance teams based on user reviews?](https://www.g2.com/discussions/what-are-the-most-trusted-financial-audit-platforms-by-internal-audit-directors-and-compliance-teams-based-on-user-reviews)[Pros and Cons Details](https://www.g2.com/products/ubiquity-retirement/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)