Case Study: a US retirement-plan advisory and technology firm builds an acquisition-ready 401(k) analytics platform with Hashe Computer Solutions

a US retirement-plan advisory and technology firm builds a 401(k) platform acquired by Envestnet with Hashe

The US retirement-plan advisory and technology firm faced a significant challenge: its independent advisors and plan sponsors lacked a modern tool to quickly benchmark 401(k) plans, model provider fees, and generate defensible proposals. Existing solutions were either isolated point features or slow, brittle legacy systems. The firm engaged Hashe Computer Solutions to design and build a comprehensive 401(k) analytics and proposal platform to solve this problem.

Hashe designed and delivered a full-stack, multi-role platform capable of ingesting regulatory data at scale and modeling complex real-world pricing. The solution included portals for advisors, providers, and plan sponsors, all powered by a shared data model and robust benchmarking engine. The resulting production platform was so successful that it was later acquired and operated by Envestnet, demonstrating its enterprise quality and the significant value created by Hashe.