--- 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

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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

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## 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)

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MS

Mina S.

Accounting Manager

Small-Business (50 or fewer emp.)

3/4/2025

"Very good"

4.5/5

What do you like best about Ubiquity Retirement?

easy online access and easy to contribute Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

nothing to say foe now but let us talk about the time to get customer services Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

need to pay loan for one of our employees and they figure it out easily Review collected by and hosted on G2.com.

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Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-10911685/official_response/edit)

Thank you for your positive feedback on our online access and contribution process. We understand the importance of timely customer service and are continuously working to improve in this area. If you have any further feedback or questions about our services, please don't hesitate to contact us.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Civil Engineering](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Civil Engineering")
AC

Verified User in Civil Engineering

Small-Business (50 or fewer emp.)

2/25/2025

"EZ Retirement - Set it and GO"

5/5

What do you like best about Ubiquity Retirement?

The ease of Ubiquity and the flexibility of the options to choose, monitor, and participate in are just exemplary. It is easy to setup and manage the entire process. It integrates perfectly with payroll for a carefree frequency of use pattern. The staff is amazing and extremely helpful with all your questions and concerns. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

No dislike Ubiquity is a pleasant EZ and positive experience with on staff help to guide the way Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Ubiquity solves the need of providing the benefit of retirement to many that it may easily fall off the radar for. By making the process seamless and easy then there is no reason for anyone to not participate. Review collected by and hosted on G2.com.

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Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-10885849/official_response/edit)

Thank you for your positive feedback! We're glad to hear that you appreciate the ease of setup and management, as well as the integration with payroll. Our staff is committed to providing helpful guidance and support.

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Wholesale](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Wholesale")
AW

Verified User in Wholesale

Small-Business (50 or fewer emp.)

2/27/2025

"Frustrating experience in reaching people"

2.5/5

What do you like best about Ubiquity Retirement?

Website is good. When you finally reach someone, the issue is resolved. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Impossible to reach people on phone. Addressing anything takes a long time. We started with them when they had just started and now that they are bigger, customer service has suffered and it has become increasingly difficult to get issues resolved quickly. Regularly I see fees added on for basic services. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

It is handling our 401k program. Review collected by and hosted on G2.com.

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Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-10895505/official_response/edit)

Thank you for your feedback. We’re sorry to hear you’ve had trouble reaching our team. Providing timely support is a top priority, and we’re continually improving our service. In addition to phone and email support, we’ve expanded our Help Center and introduced chat for quicker assistance.

If there’s anything we can assist with, please reach out—we’d love to help. We appreciate your partnership and your insights as we continue enhancing our client experience.

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

CD

Carrie D.

Financial Counselor

Mid-Market (51-1000 emp.)

5/8/2025

"401k with limited options"

3/5

What do you like best about Ubiquity Retirement?

Ease of use when selecting investment options. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Not a lot of options to choose from when selecting funds. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Allowing me to fund retirement so that I can maintain a high standard of living. Review collected by and hosted on G2.com.

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Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-11145573/official_response/edit)

Thank you for sharing your feedback. We’re glad to hear you found the platform easy to use—usability is something we take seriously.

Regarding investment choices, we want to clarify that Ubiquity offers an open investment architecture with access to over 30,000 mutual funds and ETFs. However, the specific investment options available in your plan are selected by your plan’s fiduciary (typically the employer or their designated trustee) and must align with what the plan’s custodian permits.

If you're finding the available options limited, we recommend reaching out to your plan sponsor to explore whether broader choices, like a custom fund lineup or an individual brokerage account, could be enabled within your plan. We appreciate your input—it helps us continue supporting better retirement outcomes.

Validated ReviewerSource: Organic

 ![Verified User in Health, Wellness and Fitness](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Health, Wellness and Fitness")
UH

Verified User in Health, Wellness and Fitness

Mid-Market (51-1000 emp.)

2/27/2025

"I am happy with Ubiquity"

5/5

What do you like best about Ubiquity Retirement?

The website is very clear and easy to use. When I have called them, they have been super respectful and helpful. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

There is nothing 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?

This is where my work 401k is located. I was able to transfer my old 401k to them with ease. Review collected by and hosted on G2.com.

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Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-10896994/official_response/edit)

We're glad to hear that you find our website clear and easy to use, and that you've had positive experiences with our customer service team. Thank you for choosing Ubiquity for your 401k!

Current UserValidated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Michael N.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Michael N.")
MN

Michael N.

Owner

Small-Business (50 or fewer emp.)

2/25/2025

"Great service and great price. Allows max flexibility for our staff"

5/5

What do you like best about Ubiquity Retirement?

Each person can do their own thing as it fits their retirement goal Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Could be FREE , the only way to make it better Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Allows me and each member to guide their own retirement to their own goals Review collected by and hosted on G2.com.

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Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-10885943/official_response/edit)

Thank you for your positive review! We strive to provide a service that allows for maximum flexibility at a great price.

Validated ReviewerIncentivizedSource: G2 invite on behalf of seller

 ![Verified User in Apparel & Fashion](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Apparel & Fashion")
AA

Verified User in Apparel & Fashion

6/16/2025

"Review"

4.5/5

What do you like best about Ubiquity Retirement?

it has a user friendly interface & is simple to use. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

so far i like Ubiquity Retirement and have no dislikes to note. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

saving for 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-11237779/official_response/edit)

Thank you for sharing your positive experience with Ubiquity! We're thrilled to hear that you find our platform user-friendly and easy to navigate. We're here to make saving for retirement a seamless and beneficial process for you. If you ever have any questions or need assistance, please don't hesitate to reach out.

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

Mid-Market (51-1000 emp.)

10/31/2024

"{"translation":"Review from Advisor"}"

5/5

What do you like best about Ubiquity Retirement?

The upper level service team including Diana & Jason has been super helpful. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

The phone service team has been disappointing previously with long wait times. However, it has improved since then. They should also create a mobile app. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Ubiquity is a straightforward and easy-to-implement solution for 401(k) plans. This benefits us by enabling us to service 401(k) plans of all sizes, including startups. Review collected by and hosted on G2.com.

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Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-10438621/official_response/edit)

Thank you for your feedback! We’re thrilled to hear that Diana and Jason have been helpful to you. We also appreciate your patience as we've worked to improve our phone service. We value your suggestion for a mobile app and will continue exploring ways to improve accessibility and convenience for our users.

Current UserValidated ReviewerSource: Organic

 ![Verified User in Computer Networking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Computer Networking")
UC

Verified User in Computer Networking

Mid-Market (51-1000 emp.)

10/11/2024

"Excellent Employment Savings Plan"

4.5/5

What do you like best about Ubiquity Retirement?

I appreciated the ease with which I was able to designate my investment choices. Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

As someone nearing retirement, the required minimum distribution (RMD) was confusing to my plan administrator. I was not aware of nor did I see any instructions that indicated my need to waive the RMD IF I was still employed and owned less than 5% of the company. This could have been clearer. Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Ubiquity is part of my retirement portfolio. Review collected by and hosted on G2.com.

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Response from Melissa Chery of Ubiquity Retirement

[Editedit](https://www.g2.com/survey_responses/ubiquity-retirement-review-10363338/official_response/edit)

Thank you for your feedback! We're glad to hear that you found our platform easy to use for your investment choices. We appreciate your input about the RMD process, as it helps us improve and provide clearer guidance moving forward. If you need further assistance, feel free to reach out.

Current UserValidated ReviewerIncentivizedSource: G2 Gives Campaign

 ![Verified User in Manufacturing](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Manufacturing")
AM

Verified User in Manufacturing

Small-Business (50 or fewer emp.)

2/28/2025

"Good 401K Plan"

4.5/5

What do you like best about Ubiquity Retirement?

Helpful setting it up, answered all my questions Review collected by and hosted on G2.com.

What do you dislike about Ubiquity Retirement?

Slow response to email inquiries or returning phone calls Review collected by and hosted on G2.com.

What problems is Ubiquity Retirement solving and how is that benefiting you?

Offering a retirement plan to our employees in order to maintain retention 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-10900444/official_response/edit)

Thank you for your feedback! We're glad to hear that you found our team helpful in setting up your 401k plan. We apologize for any inconvenience caused by slow response times and are working to improve in this area. We appreciate your business and look forward to continuing to support your retirement planning needs.

Validated 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

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4.3/5(2,438)

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##### 
##### 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)

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##### Categories on G2

[401(k)](https://www.g2.com/categories/401-k)

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