Everything you need to evaluate, plan, and exit a PEO.
Free tools, PEO-specific playbooks, and field-tested articles. Built for CFOs, business owners, and HR leaders running the numbers on whether to stay or leave.
Start with the numbers
Two free tools to quickly answer the question every executive asks first: is leaving even worth it?
PEO Invoice Audit
Upload your PEO invoice and we'll line-item what you're really paying for — service fees, benefit loading, hidden margins, and the true comparable cost on the open market. Most clients find $40K to $200K in annual savings.
Run the audit →PEO Exit Checklist
The 60-day timeline we use with clients to keep transitions clean: PEO notice windows, benefit continuity, payroll handoff, multi-state tax registration, workers' comp setup, and HRIS migration.
View the checklist →By PEO
Specific guidance for the PEO you're exiting. Termination windows, contract gotchas, benefit transition timing, and what to negotiate at the door.
Read before you decide
Field notes from PEO exits across industries. Heavy on numbers, light on fluff.
How a 120-person tech company saved $187K leaving TriNet
Real numbers, timeline, and what they wish they'd done differently.
Read the case study →The true cost of staying in a PEO past 50 employees
Why PEO economics flip against you as you grow, and the threshold to watch.
Read the article →Fully insured, level-funded, or self-funded after a PEO exit?
The funding decision is bigger than the carrier decision. How to pick.
Read the article →The Q4 renewal trap
Why most companies miss their exit window — and how to plan backwards from January 1.
Read the article →PEO tax credits: what you actually keep when you leave
R&D credit, WOTC, retention credits — what transfers and what doesn't.
Read the article →The ERTC fine print PEOs don't volunteer
If your PEO claimed ERTC on your behalf, here's what you need to verify before you exit.
Read the article →Multi-state tax registration sequence
The exact order to register state-by-state so payroll doesn't break on day one.
Read the article →Standalone workers' comp and EPLI after a PEO
What to underwrite, where to find competitive markets, and pitfalls to avoid.
Read the article →401(k) transition without losing your safe harbor
How to move from the PEO MEP to your own plan without resetting eligibility or testing.
Read the article →Want the numbers for your company?
Send us your most recent PEO invoice and your headcount. We'll come back with a side-by-side cost comparison and a recommended path — at no charge.