# PlanSource Software Reviews, Demo & Pricing - 2026 > Review of PlanSource Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/hr/plansource-profile --- [Home](https://www.softwareadvice.com/) / [Benefits Administration Software](https://www.softwareadvice.com/hr/benefits-administration-comparison/) / PlanSource Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/bi/plansource-profile/reviews/) # PlanSource 2026: Benefits, Features & Pricing Wondering if PlanSource is right for your organization? Our Benefits Administration Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview PlanSource 3.9 [(15)](https://www.softwareadvice.com/bi/plansource-profile/reviews/) Pricing Starting at $2.00 per month ### About PlanSource PlanSource is a technology company on a mission to create the best benefits experience possible. We automate and streamline every aspect of employee benefits management, maximizing the efficiency and overall value of your benefits program. More than 5,000 HR teams, 500 brokers and 7.5 million consumers trust PlanSource for benefits communications, shopping, enrollment, billing, compliance and ongoing administration every day. Wondering if PlanSource is right for your organization? Our Benefits Administration Software selection experts can help you in 15 minutes or less. ## PlanSource User Interface ## Popular PlanSource Alternatives Main Product PlanSource 3.9 [(15)](https://www.softwareadvice.com/bi/plansource-profile/reviews/) Ratings Breakdown - 3.73Ease of use - 3.55Value for money - 3.36Customer support - 3.87Functionality Pricing Starting at $2.00 per month Get Price Alternative Product [Connecteam](https://www.softwareadvice.com/hr/connecteam-profile/) 4.6 [(5246)](https://www.softwareadvice.com/hr/connecteam-profile/reviews/) Ratings Breakdown - 4.66Ease of use - 4.47Value for money - 4.61Customer support - 4.53Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Paylocity](https://www.softwareadvice.com/hr/web-pay-profile/) 4.3 [(1844)](https://www.softwareadvice.com/hr/web-pay-profile/reviews/) Ratings Breakdown - 4.33Ease of use - 4.23Value for money - 4.06Customer support - 4.26Functionality Pricing Available upon request Get Price Alternative Product [BambooHR](https://www.softwareadvice.com/hr/bamboohr-profile/) 4.6 [(3430)](https://www.softwareadvice.com/hr/bamboohr-profile/reviews/) Ratings Breakdown - 4.65Ease of use - 4.46Value for money - 4.50Customer support - 4.41Functionality Pricing Starting at $10.00 per month Get Price Alternative Product [Paycor](https://www.softwareadvice.com/hr/paycor-perform-profile/) 4.3 [(3041)](https://www.softwareadvice.com/hr/paycor-perform-profile/reviews/) Ratings Breakdown - 4.30Ease of use - 4.19Value for money - 4.19Customer support - 4.21Functionality Pricing Available upon request Get Price Alternative Product [UKG Ready](https://www.softwareadvice.com/product/419228-UKG-Ready/) 4.2 [(1140)](https://www.softwareadvice.com/product/419228-UKG-Ready/reviews/) Ratings Breakdown - 4.15Ease of use - 4.12Value for money - 4.15Customer support - 4.11Functionality Pricing Available upon request Get Price ## PlanSource Pricing and Plans Starting price: $2.00 per month Free Trial Free Version Basic $2.00 per month No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## PlanSource Features - Popular features found in Benefits Administration ACA Reporting Compliance Management Deduction Management Employee Benefits Administration Employee Database Health Insurance Administration Payroll Management Provider Management Self Service Portal - More features of PlanSource Activity Dashboard Ad hoc Reporting API Applicant Tracking Benefits Administration Outsourcing Benefits Dashboard Benefits Management COBRA Administration Compensation Management Configurable Workflow Customizable Reports Dashboard Data Import/Export Document Management Document Storage Employee Engagement Employee Management Employee Onboarding Employee Portal Employee Self Service FMLA Administration HIPAA Compliant HSA/FSA Administration Life Insurance Administration Mobile Access Onboarding Online Benefits Enrollment Performance Management Real-Time Reporting Recruitment Management Reminders Reporting/Analytics Reporting & Statistics Task Management Third-Party Integrations Timesheet Management Workflow Management ## PlanSource Integrations Oracle Fusion Cloud HCM Integration rated undefined from -1 review UKG Pro Integration rated undefined from -1 review BambooHR Integration rated undefined from -1 review Paycor Integration rated undefined from -1 review ## PlanSource User Reviews Overall Rating 3.9 Ratings Breakdown 5 33% 4 40% 3 13% 2 7% 1 7% Secondary Ratings Ease of Use 3.7 Value for money 3.5 Customer support 3.4 Functionality 3.9 Scott S. Verified reviewer Transportation/ Trucking/ Railroad 1001-5000 employees Used weekly for more than 2 years Review source Reviewed January 2018 Plansource has helped us comply with the ACA and move our benefits enrollment from paper to online. 5 ACA compliance, online experience for employees (instead of paper), and improved billing reconciliation with our vendors. Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 4 Functionality Pros: Continuing to improve the software with frequent releases/updates. Has helped us better manage our benefits and took us from paper benefits enrollment to online. Also has simplified our billing process with our insurance vendors. Cons: Initial integration was a little bumpy. When we first started using Plansource it was a little behind a few other solutions from a feature standpoint, but I believe they have caught up! Vendor Response Scott, we are happy to help on the ACA front! Staying compliant is more important than ever. Replied May 2018 Read More MH Maci H. Verified reviewer Hospital & Health Care 51-200 employees Used daily for less than 12 months Review source Reviewed November 2021 PlanSource review for HR Directors or Benefit Coordinators 4 Onboarding and offboarding through the changing turnovers that we currently experience in healthcare right now is made easier by PlanSource. We currently have 171 employees and that number fluctuates every day. PlanSource is the reason I can keep up with on and offboarding. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: Starting in this position as a new graduate, I was unfamiliar with the benefit enrollment function. My trainer showed me how our company utilizes PlanSource and I was all game from the first day. I can easily search any employee I have and very quickly see their current benefits, eligibility and premiums. Cons: My least liked feature was the document library. I could never find what I was looking for. Turns out... our benefits broker just hadn't uploaded our company specific documents. Everything is uploaded now and I reference that library frequently. Read More LH Leah H. Verified reviewer Telecommunications 51-200 employees Used daily for less than 6 months Review source Reviewed June 2020 Lots of promises that fell through 3 \-7 months later and my initial implementation is not finalized. I am in open enrollment and fixing way too much stuff. -The benefit codes that were set up in UltiPro take a PhD to understand. -The reporting feature which was sold as this amazing feature, actually is terrible. Want to move your column arrangement? Get ready to remove all the fields and add the again in the order. What happened to dragging the column to the order you need it in? I could go on for days, but I think you get the point. I did a lot of research and asked a lot of questions before getting this system. I felt so confident that this was going to make my administrative tasks with benefits an ease, that unfortunately is not the case. Ratings Breakdown 3 Ease of use 1 Value for money 3 Customer support 3 Functionality Pros: Pros: - integrates with UltiPro - You can make custom benefit pages, but those go away after enrollment, so get ready to make handouts with the same information for your employees. I love doing the same work twice. Cons: Cons: Implementation: - Implementation went past schedule by 3 months because of errors setting up our benefits. - EDI took 4 months to set up, some of which were abandoned, multiple times. - implementation ran in to open enrollment period. The implementation team stopped working on benefits for initial implementation and said that they were changing during open enrollment so they would only focus on those benefits. So manual processes for admin for 3 months. - implementation team does your uploads, get ready to redo those. Data was uploaded in to "user defined" (aka custom fields) with wrong data, but uploaded correctly in the benefit field. This made it a joy to audit and correct, which fell on the benefit admin. Implementation team did not offer to correct. System: - doesn't allow benefit information on each product to be accessible after enrollment. Meaning your employees can not access this information - doesn't allow for benefits that rate have to be manually managed. Have a vendor that doesn't a rate table or is custom, they can't support that. - Doesn't really allow custom benefits, i.e. different classes of life insurance with different rules, so get ready to change your benefits - system is slow, my assumption is because of the integration in UltiPro - for $20,000, I have a broken system and am still doing manual work that I was told could be automated - way too many clicks per benefit selection. Get ready to click 4 times for each benefit Reasons for switching to PlanSource Ultimately Maxwell Health did not integrate with UltiPro, which is why we switched. I actually really like the system and the user friendliness for employees. Maxwell also didn't allow for benefits administrators to make their own changes to products or set up open enrollment. Being reliant on another team is another level that is not needed and not a good use of time. Vendor Response Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Professional Services team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize. I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource. Feel free to reach out to me personally at lisa.vanever@plansource.com or 689-205-5698. We look forward to hearing from and helping your team soon. All the Best, Lisa Van Ever SVP, Professional Services PlanSource Lisa.VanEver@plansource.com Replied August 2020 Read More MG Melinda G. 201-500 employees Used daily for more than 2 years Review source Reviewed December 2016 Good product, not enough knowledgeable support or client education 4 I have used this software for almost 7 years -- it is vast and expansive in its capabilities. Its reporting system alone seems to be able to manipulate your data in any way possible you could ever need. The payroll interface is simple as is the benefits. The problem I face most with this is the support by the company. The training on how to use their reporting system and its vast capabilities are lacking. If I have problems and contact their customer service team, I often find myself explaining to them the finer details of how a simple interface, such as PTO setup, works in regards to the detail or assistance I need. I don't know if they are growing too fast and don't have the staff support to keep up or their staff just isn't up to speed on their product as they need to be. I find myself leaning on the team for support less and less. Additionally, there are many things in the system that occur (bugs, known issues etc) that just don't make sense. Plansource recommends vendors for you to use for other pieces of your business that are 'built to flow' to their systems. However, we find that they don't actually capture all of the information that's needed and take all parts into consideration. We are using this recommended vendor and yet still have to do our own workarounds to make their 'flow of information' between systems complete. That being said when there is an issue that they have erred on - they do go above and beyond to correct it. Ratings Breakdown 3 Ease of use 3 Value for money 3 Customer support 5 Functionality Read More TM Tammi M. Insurance 51-200 employees Used daily for more than 2 years Review source Reviewed August 2017 I have been utilizing the PlanSource platform for over 4 years now. 5 Ratings Breakdown 4 Ease of use 5 Value for money 4 Customer support 5 Functionality Pros: We utilize the system to manage our robust benefit package. It easily maintains each person's elections, sends a data feed to each of the carriers, and does this all without paper! Open enrollment is so much simpler, and there are fewer errors. While the customer support has had some growing pains, I believe we are over that hurdle. Response time is great and the relationships formed with key administrators has helped us work through our complicated program. Cons: I am looking forward to the new user interface that will make the site more responsive to the device the employees are using. There are times that people just do not "page down" and then they miss important information. Vendor Response Tammi, We are so glad that we are able to add value to Murray Securus and help you and your employees during Open Enrollment and beyond! We really appreciate our partnership! Replied August 2017 Read More VR Verified Reviewer Construction 201-500 employees Used daily for more than 2 years Review source Reviewed August 2020 Not my first suggestion 2 Shop around, there are better options out there. PlanSource seems to only be about getting every last dime they can from their customers instead of investing the time to improve their system or establishing a good customer service protocol. Ratings Breakdown 2 Ease of use 1 Value for money 1 Customer support 3 Functionality Pros: The smart address lookup feature is my favorite piece of this software. I really don't like or love much else about it. Cons: The software is not user friendly and consistently has issues. The reporting software and functionality is among the worst I've ever used in my career. Customer service is mediocre at best and they charge for literally EVERYTHING you ask them to do or help with. Reasons for choosing PlanSource Our 3rd party insurance agent suggested them. Vendor Response Thanks for taking the time to share your feedback. I'm sorry to hear that our platform didn't meet your expectations and that you had a negative experience with our Customer Service team. I can understand how frustrating it'd be to feel like you weren't getting the help you needed to be successful with the software. Clearly, we fell short, and I apologize. I'd appreciate the chance to follow up with you directly to learn more about your concerns, do what we can to make them right, and talk through some of the things we've put in place over the last 3-6 months to proactively address these moving forward. We want all of our customers to be wildly successful, and I hate to hear this wasn't your experience with PlanSource. Feel free to reach out to me personally at mark.papp@plansource.com or 407-591-3380. We look forward to hearing from and helping your team soon. All the Best, Mark Papp SVP of Customer Success PlanSource mark.papp@plansource.com Replied August 2020 Read More SM Stephanie M. Verified reviewer Hospital & Health Care 501-1000 employees Used daily for more than 2 years Review source Reviewed August 2018 PlanSource Review 5 Benefits enrollment and benefits maintenance is easily done with PlanSource. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: PlanSource is easy to use. Employee's are easy to set up, the reporting tool is excellent. Cons: There is nothing I don't like about PlanSource. Read More JZ Jeannette Z. 201-500 employees Used daily for more than 2 years Review source Reviewed September 2018 We paid for services we didnot get for 10 months They could not get it together 1 There is nothing about this company that I would recommend. Ratings Breakdown 1 Ease of use 1 Value for money 1 Customer support 1 Functionality Pros: There is nothing I liked about this company all that is cared about is money not their customers satisfaction.. Cons: Everything about then is a disaster, Their accounting, their business practices their, employees leaving and just dropping the ball on their customers. They will not take responsibility for anything all they want is their money. Read More VR Verified Reviewer Computer Software 51-200 employees Used weekly for less than 6 months Review source Reviewed December 2018 Good experience for first-time users 4 It was a good test in our search to find other platforms/vendors who could eliminate as much of the manual enrollment process as possible. I was a tester asked to jump in and help HR evaluate from the individual employee user perspective. Ratings Breakdown 4 Ease of use 4 Functionality Pros: Ease of use and ability to see all benefits enrolled in per employee on one page. Shows year to year comparisons by person. Cons: I didn't realize at first that some changes to information require approval, so key changes were made that ended up in 'pending' status without our testing team's knowledge. Lesson learned. Read More VR Verified Reviewer Consumer Goods 1001-5000 employees Used other for less than 6 months Review source Reviewed April 2020 Easy to use, straightforward Benefits Management Platform 5 Ratings Breakdown 5 Ease of use 5 Functionality Pros: I've used a number of platforms to enroll in benefits in my career, and PlanSource may be the easiest to use. Information is displayed in a clean interface, you have a separate section housing all benefits documentation (such as flyers, insurance riders, etc.), and best of all, it runs FAST. Cons: I honestly cannot think of any cons for PlanSource, any drawbacks would most likely be related to how well your organization makes use of its features. Read More Showing 1 - 10 of 15 Reviews [See All Reviews](https://www.softwareadvice.com/bi/plansource-profile/reviews/) ## Other Top Recommended Benefits Administration Software [BambooHR](https://www.softwareadvice.com/hr/bamboohr-profile/) **4.6** (3430) Recently recommended **536** times [Rippling](https://www.softwareadvice.com/hr/rippling-profile/) **4.9** (4793) Recently recommended **526** times [Paycom](https://www.softwareadvice.com/hr/paycom-profile/) **4.4** (1281) Recently recommended **505** times [Paylocity](https://www.softwareadvice.com/hr/web-pay-profile/) **4.3** (1844) Recently recommended **397** times Stuck Between Options? Our experts can help you compare PlanSource with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice