- Revenue
- $85M
- Customers
- 3K
- Year founded
- 2015
- Funding
- $1B
- Team size
- 777
- Growth
- -
Top 7 401(k) Software SaaS Companies in May 2026
As of May 2026, there are 7 SaaS companies in 401(k) Software. They have combined revenues of $109.9M and employ 1K people. They have raised $1.2B and serve 9.9K customers combined.
401(k) Software is designed to manage and administer retirement savings plans in the United States, specifically 401(k) plans. These software solutions streamline various essential processes, such as plan enrollment, contribution management, compliance tracking, and employee reporting. They facilitate ease of use for employers, HR departments, and plan sponsors, ensuring that retirement plans operate smoothly and efficiently. Typically, 401(k) Software features include automated payroll deductions, investment management tools, and comprehensive reporting functionalities. Such software is often used by HR professionals, financial advisors, and plan administrators to enhance plan visibility and employee engagement regarding retirement benefits. Additionally, modern 401(k) Software often incorporates compliance features to help organizations adhere to regulatory requirements effectively. Ultimately, the main goal of 401(k) Software is to simplify retirement plan management while promoting employee savings. With the right tool, organizations can better support their workforce's future financial security, thereby attracting and retaining talent in a competitive market.
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Sorting: Highest -> Lowest
Top 401(k) Software Companies
Showing 10 of 7 companies ranked by annual revenue.
2
Xempus AG (formerly xbAV AG)
Munich, Germany
Xempus AG, the German market leader in the digitalization of corporate pension & life insurance.
- Revenue
- $12M
- Customers
- 6.9K
- Year founded
- 2007
- Funding
- $123.3M
- Team size
- 172
- Growth
- 26.8%
3
Lendtable
San Francisco, California, United States
We give employees cash advances for their 401k match and ESPP
- Revenue
- $6.3M
- Customers
- -
- Year founded
- 2020
- Funding
- -
- Team size
- 20
- Growth
- -
4
Stax.ai
Scottsdale, Arizona, United States
Stax.ai is the AI operating system that automates retirement plan administration for maximum efficiency and growth, empowering retirement plan Third-Party Administrators (TPAs) with AI-driven automation.
- Revenue
- $5M
- Customers
- -
- Year founded
- 2019
- Funding
- -
- Team size
- 31
- Growth
- -
5
OctaveWealth
San Francisco, California, United States
The honest 401(k). Helping employees keep more of their retirement savings.
- Revenue
- $644.2K
- Customers
- -
- Year founded
- 2012
- Funding
- -
- Team size
- 3
- Growth
- 36.95%
6
Money Intelligence
United States
Money Intelligence is reinventing the 401(k) and fighting to turn 401(k)s into something employees love, instead of a hassle with high fees, poor investment choices, and complicated financial decisions. Money Intelligence's automated advisory platform provides every employee with the investment advice they need to invest successfully for their retirement. Giving your employees the best benefits shouldn't be limited to only the biggest companies. Money Intelligence also automates plan administration responsibilities for companies, so entrepreneurs can focus on building their companies and not on administering their benefits.
- Revenue
- $550K
- Customers
- -
- Year founded
- 2012
- Funding
- -
- Team size
- 5
- Growth
- -
7
mapbenefits®
Tampa, Florida, United States
mapbenefits® is a technology company focused on the nonqualified plans administration space. Our SaaS-based platform for nonqualified plan administration is ideal for both small and large plans. Designed as a total solution for the sophisticated structure of executive benefit plan administration, mapbenefits streamlines the complex nonqualified plans administration process allowing corporations, financial firms and 401(k) providers to leverage a fast, secure, world-class and 409A-compliant technology platform. mapbenefits can be used to administer— • Deferred Compensation Plans (fixed and variable) • Long-Term Incentive Plans (LTIP) • Supplemental Executive Retirement Plans (SERP) • Executive Disability Income Plans • Executive Long-Term Care Plans • Split-Dollar Plans
- Revenue
- $440K
- Customers
- -
- Year founded
- 2018
- Funding
- -
- Team size
- 4
- Growth
- -
Inclusion Criteria
- Must support the management and administration of 401(k) retirement plans. - Should include payroll integration for automated contribution processing. - Must offer compliance tracking to ensure adherence to regulatory standards. - Should provide reporting capabilities for employees and plan sponsors. - Not just for recordkeeping; must also facilitate employee engagement and education about retirement savings.