Private Equity Case Study

Case Study

Private Equity Firm · 17 Employees · Connecticut HQ

Private Equity

Challenge

  • Administrative fees were bundled at $325 per employee per month, limiting cost transparency
  • Dissatisfaction with current carrier
  • Concerns around technology capabilities and service response times
  • Lack of visibility into actual spend and fee structure
  • Inability to process bonuses due to percentage-based administrative billing

Solutions

We partnered directly with leadership to rebuild their benefits structure in a way that actually made sense—for their team and their bottom line.

  • Benchmarked their existing PEO against stronger, more competitive options
  • Unbundled administrative fees, reducing costs from $325 to $125 per employee
  • Transitioned them to a high-touch PEO designed specifically for fintech companies
  • Implemented technology that aligned with their operational needs
  • Enhanced overall benefits to better support employee retention and satisfaction
  • Brought full cost transparency to the forefront, eliminating hidden fees and unclear billing
Two women and a man in business attire engage in a cheerful conversation around a desk with a laptop and tablet in a bright office.

Bottom-line

Administration Fees
Their admin fees were inflated and bundled with taxes and Workers’ Comp, making it nearly impossible to understand true costs. We separated everything out and reduced unnecessary spend—saving $85K in admin fees and $47K in insurance.

Insurance Savings
We transitioned them to Aetna, giving them stronger plan options and better overall coverage. The result: $47K in savings, plus upgraded Disability and Life benefits.

Overall Impact
We fixed the technology gaps, brought full transparency to their cost structure, and delivered $133K in annual savings. Beyond that, we helped their broader portfolio companies save over $2M through improved PEO strategy.

The Numbers

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    $85,149.32

    Admin Savings

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    $47,913.10

    Total Insurance Savings

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    $133,062.42

    Total Savings

Strategic PEO Advisory™ in Action How companies reduce costs, improve alignment, and get more value from their PEO relationships over time.

These case studies highlight what happens when PEO decisions are actively managed—not left to renew on autopilot. From uncovering hidden costs to improving benefits and restructuring pricing, we help companies bring clarity, control, and measurable results to their PEO strategy.

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