Summit Pricing, Features, Reviews & Comparison of Alternatives

Summit Reviews


Benefits account administration and financial processes

5.0/5 (3 reviews)
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Summit is a cloud-based benefits administration platform that is designed to help TPAs (third-party administrators) manage and carry out employer-sponsored benefits within the United States. Summit integrates account administration with streamlined financial processes, and provides brokers with secure, online access to data on shared clients.

The full-service solution enables administrators to design a variety of account-based plans, simple and complex, including medical, wellness, dental, vision, and more. Summit helps manage differentiated deductibles, variable employee/employer responsibility, co-insurance rates, and roll-over. Summit provides users with customizable templates for plan designs, reimbursement schedules, contribution schedules, and other repetitive tasks.

The solution supplies an end-to-end card processor that streamlines financial processes including electronic payments, debit cards, investment services, and custodial banking. Summit learns every user’s most frequent daily functions and automatically directs them as they navigate the platform. Dashboards, statistical analysis, and data modeling tools provide users with ‘big data’, as well as a drag-and-drop report writer.

Summit also helps facilitate firm consolidation and outsourcing processes by providing integration tools that facilitate data migration, from payroll imports to carrier feeds. White label branding lets organizations customize the admin and participant portals to reflect their branding, as well as create a custom web URL address.

Summit Reviews (3)

Latest reviews

 Awesome Company!

Fantastic service, innovative products. Very client-focused!

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Reviewed 10th of March, 2016 by Ryan Carrus



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Reviewed 27th of July, 2016 by Bryce Teater

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Summit Pricing

Contact DataPath for detailed pricing information.

Key Features of Summit

  • Administration for employer benefits
  • CDH accounts
  • Broker access
  • Consolidation and integration
  • White label branding
  • Account administration integration
  • Streamlined financial processes
  • Debit cards and electronic payments
  • Custodial banking and investment services
  • End-to-end card processor
  • Popular plan designs
  • Contribution schedules
  • Reimbursement schedules
  • Customizable templates
  • Comprehensive search
  • Reporting
  • Business rules
  • Customization
  • Secure, online broker access
  • Control access rights
  • Data segregation
  • Report creation
  • Custom login page
  • Custom web URL address
  • Admin system and participant portal

Summit Screenshots (9)

Summit screenshot: Summit users's homepage Summit screenshot: Use Summit’s default settings for the most popular plan designsSummit screenshot: View a list of plan templates and their descriptionsSummit screenshot: Change a plan's default settingsSummit screenshot: View account values and alerts historySummit screenshot: View the agencies listSummit screenshot: Review transactions and detailsSummit screenshot: Electronic claims can be attached to transactionsSummit screenshot: Summit user's portal / participant portal


Intended Users
Large Enterprises, Mid Size Business, Small Business
Devices Supported
Android, iPhone-iPad, iPhone, Web-based, iPad, Mobile Web App
Supported Countries
United States
Supported Languages
Support Options
Online Support, Phone Support

Alternatives to Summit


Summit supports a vast array of benefit account types, including FSAs, HRAs, HSAs, transit, dependent care, and more.

Summit’s default settings and wizards enable users to streamline benefits administration, record keeping processes, and data entry.

Summit provides brokers with secure, online access to specified data on shared clients.

With Summit, users can maintain full access control and designate what data can be shared with which people.

Organizations can customize the administration and participant portals with their branding including logos, colors, themes, and messages.