Sequoia One Pricing Overview

The team is knowledgeable, friendly, fast with response. I love working them! Review collected by and hosted on G2.com.

Sequoia One has an exceptional team, and every interaction I’ve had reflects how engaged and supportive the employees are. I truly appreciate the quality of service and the positive approach everyone brings.

One area I’ve found more challenging is the recent change in the support model. When I first joined Sequoia One, we had a dedicated CXM/Platform Success Manager, which allowed for a consistent 1:1 relationship and the ability to build rapport. Having a single point of contact who was familiar with our history and prior situations was extremely helpful, both in resolving issues quickly and in preventing recurring challenges.

With the shift to the pooled support model, I’ve noticed the loss of that continuity. While the team is still wonderful to work with, I do miss the benefit of having someone who already understands our context without needing to re-explain past events.

I’m sharing this simply as feedback from my experience, as the dedicated model offered significant value from a relationship and efficiency standpoint. Review collected by and hosted on G2.com.

I find Sequoia One easy to use for the most part, particularly with its services related to medical, dental, vision, mental health, and financial planning. These comprehensive benefits are highly valuable to me, allowing for efficient management and peace of mind regarding my and my team's well-being. Additionally, I am grateful for the dedication and support of team members like LaRee and John, and other Sequoia One team members, who have been wonderful to work with and have made a significant positive impact on my experience. Their assistance and partnership have been crucial over the past year, and their customer service is a notable highlight of using Sequoia One. Review collected by and hosted on G2.com.

As the Admin, I find Sequoia One to be more challenging due to its limitations in payroll services. It is problematic because Sequoia One lacks the capability to run regular and bonus payroll simultaneously, forcing a manual process that increases the risk of errors when adjusting 401k contribution amounts for different payroll cycles. Additionally, Sequoia One does not integrate with Charles Schwab as a 401k administrator, requiring us to engage a third-party vendor to manage the 401k uploads and contributions, which is only a temporary solution and not ideal for us as a wealth management firm. This limits our flexibility with investment options that we aim to offer, and it's not currently supported through Sequoia One's partner, Empower. This aspect of the service needs improvement. Also, it seems a bit inefficient with the way things are set up reviewing PTO and confirming 401K contributions are correct each payroll. When changes are made and it's communicated to Sequoia, these should be "correct" without having to double-check them each pay period. This may be because of the reg vs. bonus manual changes, but it just seems like a very inefficient process (more time-intensive than preferred). Review collected by and hosted on G2.com.