Summit Pricing, Features, Reviews & Comparison of Alternatives


Benefits account administration and financial processes

5.0/5 (3 reviews)

Summit overview

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 is built from the ground up to seamlessly administer CDH and COBRA accounts.

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.


Value for money
View Pricing Plans


Business size



United States

Supported languages

Summit screenshot: Summit users's homepage Summit Overview | DataPath, Inc.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 portalSummit Intro | DataPath, Inc.

Summit reviews


Very good
Value for money
Ease of use
Customer support
Ryan Carrus

Awesome Company!

Reviewed 2016-03-10
Review Source: Capterra

Fantastic service, innovative products. Very client-focused!

Read the full review

Summit pricing

Contact DataPath for detailed pricing information.

Summit features

Customizable Branding

API (357 other apps)
Activity Dashboard (301 other apps)
Activity Tracking (184 other apps)
Applicant Tracking (222 other apps)
Automatic Notifications (296 other apps)
Automatic Reminders (191 other apps)
Compliance Management (162 other apps)
Customizable Reporting (210 other apps)
Data Import/Export (208 other apps)
Employee Database (166 other apps)
Employee Management (253 other apps)
Employee Onboarding (162 other apps)
Employee Portal (180 other apps)
Employee Self Service (189 other apps)
Real Time Reporting (173 other apps)
Recruiting Management (189 other apps)
Reporting & Statistics (270 other apps)
Third Party Integration (228 other apps)
Time & Attendance Tracking (167 other apps)

Additional information for Summit

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
View All Features


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

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.