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Guideline
5
11
4
2
3
1
2
1
1
7
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
401(k) plans for small businesses
Table of Contents
Is this product right for your business?
Find out with a
Guideline - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
Last updated: April 2026
Guideline overview
What is Guideline?
Guideline is designed to help small businesses streamline retirement plan administration, employee onboarding, and government filing operations. It enables users to manage discretionary year-end contributions to employees’ 401(k) accounts and do not charge participants any fees on investments, regardless of the value of their assets or retirement account balance.
Guideline enables organizations to automate plan administration and compliance management operations. Users can choose from both pre-tax and Roth options including traditional 401(k) and Roth 401(k). It lets professionals gain more incentive to participate in 401(k) benefits.
The centralized dashboard allows users to view their balance, contribution rates, recent activities, and notifications.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Integrations
User Interface
Guideline’s user interface
Guideline pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
3.4
Features
3.4
Ease of use
3.7
Customer support
3.2
Reviews sentiment
What do users say about Guideline?
TBF, the money has to make its way into my other account, but I'll be sure to report back if anything goes awry =)
Select to learn more
Who uses Guideline?
Based on 22 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
Guideline's key features
Most critical features, based on insights from Guideline users:
All Guideline features
Features rating:
Guideline alternatives
Guideline
Starting from
4
Per month
Rippling
Starting from
8
/user
Per month
Paylocity
Starting from
No pricing info
ADP TotalSource
Starting from
No pricing info
Guideline pricing
Pricing plans
Pricing details:
User opinions about Guideline price and value
Value for money rating:
To see what individual users think of Guideline's price and value, check out the review snippets below.
Sarah K.
People Ops Manager
Drew H.
Software Engineer
Guideline integrations (3)
Integrations rated by users
We looked at 22 user reviews to identify which products are mentioned as Guideline integrations and how users feel about them.
Integration rating: 4.5 (3)
“I am in the process of switching to gusto simply so we can have payroll software that integrates with Connecteam.”
Jazzmine S.
Executive Director
Integration rating: 5.0 (3)
“We are struggling with setting up a direct API of payroll detail by pay period directly to Sage Intacct GL.”
Shannon W.
Senior Director of Finance
Integration rating: 5.0 (1)
“It's honestly one of the main reasons I recommend Jobber to clients. As an accountant, having invoices, payments, and customer data flow straight into QuickBooks Online means I'm not re-entering everything manually or chasing down missing information”
“Keeping expenses down for right now until we get ACT caught up and then will update QB to Online most likely”
Eri D.
ACCOUNTANT
Guideline support options
Typical customers
Platforms supported
Support options
Training options