Review the cost before the renewal decision

See whether your current PEO cost is worth a formal review.

Answer questions you likely know already. The result is a scoped best-case cost estimate, what it includes, what it leaves out, and what a formal quote still has to settle.

Fit comes first

This path fits when

  • You already have a PEO or are reviewing renewal costs.
  • You know what the business pays today for healthcare.
  • You want direction before starting a full quote process.
  • You understand that the estimate is not underwriting or a final offer.

Your deliverable

What you get back

The estimate shows the best case supported by the submitted inputs so you can decide whether another conversation is worthwhile.

A high-level cost direction based on the answers supplied

A clear statement of what the estimate includes

The items a formal quote must still price

A next step when a broker review makes sense

The boundary

What the estimate covers

  • Included: healthcare premium and the PEO administrative fee.
  • Included: payroll and HR compliance when they are part of that fee.
  • Included: the modeled federal and state tax effect.
  • Excluded: workers’ compensation, dental, vision, and retirement.
  • A formal quote still decides the final terms.

Start the cost review

Run the first-stage cost review.

Start with answers you already know. The result will state the estimate, included items, exclusions, and what remains for a formal quote.