Fidelity Workplace Investing
Best Fidelity Workplace Investing Alternatives
6 products that do the same job as Fidelity Workplace Investing, with similarity scores and published prices.
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Fidelity Workplace Investing alternatives, closest first
Betterment at WorkSimilarity 100
Human InterestSimilarity 100- Vanguard Workplace SolutionsSimilarity 100
Fidelity Workplace Investing alternatives, closest first
Products built for the same job come first, then products that also cover it, each group by similarity: the share of categories (50%), company sizes served (30%) and pricing model (20%) a product shares with Fidelity Workplace Investing.
Betterment at Work
vs Fidelity Workplace Investing: From $225 vs $100 a month at 25 employees (starting prices). 401(k) Providers score 7.9 vs 7.7.
Similarity100 of 100From $100/mo + $5/employee/mo1
Human Interest
vs Fidelity Workplace Investing: From $205 vs $100 a month at 25 employees (starting prices). 401(k) Providers score 9.4 vs 7.7.
Similarity100 of 100From $80/mo + $5/employee/mo2
Vanguard Workplace Solutions
vs Fidelity Workplace Investing: Vanguard Workplace Solutions: from $3,775/yr; Fidelity Workplace Investing: from $100/mo. Not scored yet in 401(k) Providers; Fidelity Workplace Investing scores 7.7.
Vanguard Workplace Solutions plans and prices
Similarity100 of 100
Principal Financial Group
vs Fidelity Workplace Investing: From $295 vs $100 a month at 25 employees (starting prices). Not scored yet in 401(k) Providers; Fidelity Workplace Investing scores 7.7.
Principal Financial Group pricing
Similarity90 of 100From $145/mo + $6/employee/mo3
Empower
vs Fidelity Workplace Investing: Empower: quote-only; Fidelity Workplace Investing: from $100/mo. Not scored yet in 401(k) Providers; Fidelity Workplace Investing scores 7.7.
Similarity70 of 100
Paychex Retirement Services
vs Fidelity Workplace Investing: Paychex Retirement Services: quote-only; Fidelity Workplace Investing: from $100/mo. Not scored yet in 401(k) Providers; Fidelity Workplace Investing scores 7.7.
Paychex Retirement Services plans and prices
Similarity70 of 100
Why buyers look beyond Fidelity Workplace Investing
First-time plans only
Fidelity Advantage 401(k) is for businesses starting a 401(k) for the first time; existing plans move to the traditional 401(k).
Safe Harbor match required
The plan requires a standard Safe Harbor employer match.
Two named payroll partners
Gusto and Paylocity are integrated; other payrolls submit contributions through Express Entry.
Fidelity Workplace Investing vs its closest alternatives
| Product | Score | Starting base fee | Pricing model | SOC 2 Type II | Mobile apps |
|---|---|---|---|---|---|
 Fidelity Workplace Investing4,5 | 7.7 | $100/mo | Base fee + per employee | Not verified | NetBenefits (web and mobile app) |
| Betterment at Work1,6,7 | 7.9 | $100/mo (billed annually) | Base fee + per employee | Yes | Yes |
| Human Interest2,8 | 9.4 | $80/mo | Base fee + per employee | Yes | Not verified |
| Vanguard Workplace Solutions9 | Not scored | See plans | Base fee + per employee | Not verified | Not verified |
| Principal Financial Group3,10 | Not scored | $145/mo | Base fee + per employee | Not verified | Not verified |
| Empower11,12 | Not scored | Not verified | Not verified | Yes | Yes |
| Paychex Retirement Services13–15 | Not scored | Not verified | Quote only | Yes | Yes |
Not verified = we have no sourced value for it yet.
Alternatives to similar products
Frequently asked questions
What are the best alternatives to Fidelity Workplace Investing?
Among products built for the same job in 401(k) Providers, the closest to Fidelity Workplace Investing are Betterment at Work, Human Interest, and Vanguard Workplace Solutions, by the categories, company sizes and pricing model they share. Betterment at Work vs Fidelity Workplace Investing: From $225 vs $100 a month at 25 employees (starting prices). 401(k) Providers score 7.9 vs 7.7.
Which Fidelity Workplace Investing alternatives publish their prices?
Of the alternatives to Fidelity Workplace Investing, Betterment at Work, Human Interest, Vanguard Workplace Solutions, and Principal Financial Group publish list prices for at least one plan. Fidelity Workplace Investing publishes its prices too.
Which Fidelity Workplace Investing alternative scores highest?
Human Interest scores highest at 9.4/10; Fidelity Workplace Investing scores 7.7. Closest to Fidelity Workplace Investing: Betterment at Work (7.9).
Why do teams look for Fidelity Workplace Investing alternatives?
The fit limits documented for Fidelity Workplace Investing: first-time plans only, safe Harbor match required, and two named payroll partners. The “Why buyers look beyond Fidelity Workplace Investing” section explains each one from its source.
Which Fidelity Workplace Investing alternatives integrate with Gusto?
Betterment at Work and Human Interest document an integration with Gusto, like Fidelity Workplace Investing.
How this page was made
What it is built from
27 verified facts, each checked against the vendor's own pages or another primary source, most recently on Nov 2, 2026.
Method
Scored and compared with the LeadChange methodology, version 1.5. Read the methodology
Independent review
Not reviewed yet by our independent reviewer. How we review
Hands-on testing
We have not tested Fidelity Workplace Investing hands-on: this page uses public information only.
Who made it
The LeadChange Research Team, following a written research process. No named expert has reviewed this page. About us
Independence and errors
Who pays us never changes a score or a rank. If something here is wrong, tell us and we correct it publicly. Request a correction
Switching from Fidelity Workplace Investing?
Tell us why you’re leaving and when your contract ends, and see the alternatives that fit, with verified evidence for what you need, ranked without regard to who pays us.
Sources
The 19 pages this page's facts come from. The date beside each is our last check of the facts taken from it (the oldest, when they differ). The numbers beside the figures above link here.
Quotes from the sources
- Betterment betterment.com/work/pricing“monthly record-keeping fee per participant” “monthly base fee, billed each calendar year annually ($1,200)”
- Human Interest humaninterest.com/pricing“Per eligible employee $5 / mo” “Base fee $80 / mo”
- Principal simplyretirement.com/business-owners/why-simply-retirement“There’s a one-time startup fee of $500 for bundled plans, a monthly recordkeeping fee as low as $145 ($435 billed quarterly), and a $6 monthly fee per participating employee.”
- Fidelity Investments fidelity.com/retirement-ira/small-business/401k-plans“$100 monthly fee” “Straightforward pricing and an award-winning employee experience”
- Fidelity Investments fidelityworkplace.com/s/401ksmallbusiness-details“Your employees will have access to NetBenefits®– Fidelity’s #1-rated web and mobile app¹”
- Betterment betterment.com/hubfs/PDFs/b4b/employer-dashboard/Betterment%20at%20Work%20Security%20Brochure.pdf“Audit reports are made available to clients, including a SOC 2 Type II with coverage for the security program, as well as a SOC 1 Type II report with coverage for internal controls specifically relevant to us.”
- Betterment betterment.com/work“Weighted avg. app store rating as of 9/3/25 (reviews since: 9/10/10 Apple, 10/30/13 Google).”
- Human Interest security.humaninterest.com“SOC 1 SOC 2 Type 1 SOC 2 Type 2”
- Vanguard workplace.vanguard.com/content/dam/inst/iig-transformation/offers/vrpa/pdf/build-your-retirement-business-with-Vanguard-Retirement-Plan-Access-Advisor-pricing.pdf“Our bundled program includes both recordkeeping and certain plan administration services.” “Complete pricing information is available upon request.”
- Principal simplyretirement.com/business-owners“Pricing shown applies when working with a third party administrator (TPA).”
- Empower empower.com/plan-sponsors/about-empower/cybersecurity“Unqualified SOC 2 Type 2 third-party attestation”
- Empower empower.com/plan-sponsors/what-we-offer/small-to-mid“Participants can enroll, adjust contribution rates, track progress, and view their complete financial picture — all in one place, on web or mobile.”
- Paychex paychex.com/retirement-services“The cost of a Paychex 401(k) plan depends on factors like your business size and the services you require.”
- Paychex paychex.com/corporate/security“Paychex maintains SOC 1 Type 2 and SOC 2 Type 2 reports over various products and services.”
- Paychex paychex.com/apps/mobile-app“Access to payroll, time, HR, benefits, retirement, and scheduling”
- Human Interest humaninterest.com/new-401k-standard“Simple pricing published on our pricing page”
- Principal principal.com/businesses/protect-my-employees/retirement-plans/401k-403b-plans“Get a quote in just a few minutes”
- Fidelity Investments fidelityworkplace.com/s/401ksmallbusiness-payroll
- Human Interest humaninterest.com/payrolls