# Vestwell Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Vestwell Software - reviews, pricing plans, popular comparisons to other Benefits Administration products and more.

Source: https://www.capterra.com/p/189123/Vestwell/pricing

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# 

 Vestwell Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

Vestwell

## What is Vestwell?

Vestwell is the engine powering modern-day workplace savings and investing programs, such as 401(k) and 403(b) plans. Leading financial institutions, state governments, and embedded financial affiliate groups can seamlessly utilize Vestwell’s innovative and scalable platform to provide flexible, cost-effective, and user-friendly workplace savings programs to their small business clients and individual savers.

## What is Vestwell used for?

[Benefits Administration](https://www.capterra.com/benefits-administration-software/)[Financial Services](https://www.capterra.com/financial-services-software/)[Investment Management](https://www.capterra.com/investment-management-software/)

Overall rating

Based on 73 user reviews

Reviews sentiment

Positive

92%

Neutral

3%

Negative

5%

Starting price

$100

Per User, Per Month

Free trial  
not available

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Do you work for Vestwell?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://vestwell.com&name=Vestwell)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Vestwell

4.5 (73)

VS.

[4.9 (4,603)](https://www.capterra.com/p/172127/Rippling/reviews/)

Starting Price

$100

Per User, Per Month

Starting Price

$8

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.5 (73)

Ease Of Use

4.9 (4,602)

Value For Money

4.3 (56)

Value For Money

4.8 (3,465)

Customer Service

4.4 (61)

Customer Service

4.7 (3,745)

## Vestwell alternatives

[4.3 (1,820)](https://www.capterra.com/p/86714/WebPay/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.6 (4,191)](https://www.capterra.com/p/131882/Gusto/reviews/)

Starting price

$49.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.4 (1,173)](https://www.capterra.com/p/130949/Paycom/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

87%

of reviewers

rated it above 4 stars

[4.6 (3,108)](https://www.capterra.com/p/110968/BambooHR/reviews/)

Starting price

$10.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

95%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/189123/Vestwell/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Reporting/Analytics

1.6 (5)

40.00% of 5 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Employee Benefits Administration

2.5 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Online Benefits Enrollment

2.3 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Select benefits and provide information needed to participate in a benefit via an online portal

Retirement Plan Management

2.0 (4)

50.00% of 4 reviewers that rated this feature as important or highly important

Set up and manage retirement benefits for your employees

Financial Management

1.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Plan, manage, and track the financial activities of an individual or organization

FMLA Administration

1.0 (1)

0.00% of 1 reviewers that rated this feature as important or highly important

Track employee time off under the family and medical leave act (FMLA)

Vestwell 10 features

Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks

Plan, manage, and track the financial activities of an individual or organization

Track employee time off under the family and medical leave act (FMLA)

Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies.

Monitor capital allocation and asset prices over time

Select benefits and provide information needed to participate in a benefit via an online portal

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

View and track pertinent metrics to find patterns and gain insights from data

Set up and manage retirement benefits for your employees

Get Advice

We can help you find the software with the features you need.

Features

4.3 (73)

4.3

Based on 73 reviews

## Pricing

Value for money

4.3 (56)

Basic

$100.00

Per User,Per Month

Value for money

4.3 (56)

4.3

Based on 56 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.4 (61)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.4 (61)

4.4

Based on 61 reviews

## User reviews

Overall rating

4.5

Based on 73 reviews

Filter by rating

5(52)

4(15)

3(2)

2(2)

1(2)

Mentioned topic

Sorted by most recent

MO

Marcela O.

Chief of staff

Financial Services

### "Great sales, poor onboarding"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

May 15, 2025

Great salespeople - terrible service once you sign on. \[sensitive content hidden\] was super knowledgeable and helpful throughout the sales process and they claim to be integrated with Rippling, which is why we went with them. Once we signed, we got assigned \[sensitive content hidden\] to onboard us. She was very unprofessional from the beginning. It's now been 3 payroll periods and our 401k is still not working. After the 2nd failed pay period we got on a call and they took all the blame, admitting to their mistakes and outlining how they would fix them. Now after the 3rd failed attempt they're just blaming it on Rippling and our payroll team despite us repeatedly asking them if there’s anything else we needed to do on our end and them assuring us everything was in order. I would expect their onboarding team (\[sensitive content hidden\] to work with customers to make sure things work, rather than shifting the blame to others. Should've gone with Betterment

Pros

\[sensitive content hidden\] from sales was great: super helpful, knew her stuff, and made the whole Rippling integration sound smooth.

Cons

Onboarding went downhill fast. \[sensitive content hidden\] was unprofessional and not helpful from day one. Great sales pitch but pretty bad follow-through. Felt like we were left hanging once we signed.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KB

Kyle B.

na

Alternative Dispute Resolution

### "Vestwell sucks"

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

March 12, 2025

I've been trying to close my account for 3 weeks with no help

Pros

nothing - high fees, terrible support. would not recommend

Cons

high fees, awful support.would not recommend

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AM

Arden M.

President

Financial Services

### "Very labor intensive to manage, customer service is frustrating."

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

March 29, 2023

Pros

Easy technology onboarding when it can correctly identify an eligible employee.

Cons

Customer service can take weeks to resolve an issue. First response from customer service typically does not digest your concern or provides guidance that is either misdirected on not useful. The platform sometimes will produce errors that the administrator or employee will catch, which will sometimes take weeks to resolve. The administration they expect employers to do is significantly more than other providers and they expect you to have an in-depth understanding of how a 401k plan works, both the regulations and through payroll.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AS

Ari S.

PE

Medical Devices

### "Vestwell opened an account in my name without my authorization"

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

September 20, 2021

Terrible company to work with.

Pros

None - I can't say anything good about this company.

Cons

Vestwell opened an account in my name without my authorization and charged me a fee to have my funds refunded to me.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

DK

Dan K.

Owner

Mechanical or Industrial Engineering

### "We love our new 401k"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 24, 2021

I was worried about hidden fees or glitches and i have not seen any. It has gone very smoothly. The customer service is really responsive and knowledgeable

Pros

The orientation was easy to understand and they were able to integrate with our accounting software so the start-up was quick and easy. My employees are very happy with this new benefit

Cons

It takes a week to deposit and update the account after each payroll

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

June 28, 2021

Thanks so much for your feedback...we love hearing from happy clients! We're thrilled you decided to offer this important benefit to your team and look forward to a longstanding successful partnership.

WD

Wayne D.

Manager, Finance and Accounting

Information Services

### "Very very simple to integrate"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

January 20, 2021

Automation made my life easy. No paperwork to set anything up.

Pros

Very easy to use as an administrator and a user. It integrates with out payroll provider so employees can opted in and update their 401K at their own leisure.

Cons

They do not calculate when employees want 100% of their net payroll contributed to 401K.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AS

Amanda S.

Front of House Director

Food & Beverages

### "Great Software!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

9/10

January 20, 2021

Pros

Vestwell is incredibly user friendly and well organized. It is great to be able to have all of the information I need under one tab.

Cons

I would like for Vestwell to be easier to use on a mobile device.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EB

Emily B.

Sales Ops, Purchasing & Quality

Medical Devices

### "Easy-to-implement, intuitive platform!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 20, 2021

Pros

Vestwell required minimal time to implement with our team and was extremely easy to use from the get-go. We barely needed assistance in learning to use the platform.

Cons

This is probably due to my own misunderstanding, but I didn't realize that I had to change my contribution amount directly with our payroll company. I changed it with Vestwell, thinking they would transfer the information. A pop-up or indicator explaining that this doesn't make the change with the payroll company would be helpful.

Reasons for choosing Vestwell

This was a group decision made after looking at the software integrations with our payroll platform.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

JG

Jolene G.

Executive Director

Education Management

### "Ease of use "

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

3.0

3.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

January 20, 2021

Pros

The software is user friendly and the help feature overs a lot of topics that prevent you from having to contact customer service.

Cons

More tutorials and resources to educate people on investing.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

ES

Ethan S.

Support pro

Computer Software

### "Easy to use "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

January 20, 2021

Great! Really appreciate how simple and useful Vestwell is for long term investment.

Pros

It’s easy to check status/ balance and is user friendly

Cons

Overall enjoy using vestwell, but would like to become more comfortable around specifying investments

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/189123/Vestwell/reviews/)

Popular comparisons

[Rippling vs Vestwell](https://www.capterra.com/compare/172127-189123/Rippling-vs-Vestwell) 

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