529 PLANS

Compare by Features

Plan Total asset-based expense ratio:
CollegeCounts 529 Fund
Alabama
0.27% - 0.89%
CollegeCounts 529 Fund Advisor Plan
Alabama
Class A: 0.44% - 1.91%
Class C: 0.44% - 2.16%
Class F: 0.44% - 1.66%
Enable Savings Plan Alabama
Alabama
0.50% - 0.56%, depending on investment options chosen.
Alaska ABLE Plan
Alaska
0.34% - 0.38%, depending on the investment option chosen.
John Hancock Freedom 529
Alaska
Class A: 0.92% - 1.51%
Class C2: 1.67% - 2.26%
Class F: 0.77% - 1.26%
Money Market: 0.65%
T. Rowe Price College Savings Plan
Alaska
0.35% - 0.74%
University of Alaska College Savings Plan
Alaska
0.29% - 0.74%
Fidelity Arizona College Savings Plan
Arizona
0.11% - 1.20%
Ivy InvestEd 529 Plan
Arizona
0.78% - 1.02% in the InvestEd Portfolios
0.60% - 1.43% in the Ivy Funds
0.70% in the Ivy Government Money Market portfolio
GIFT College Investing Plan
Arkansas
0.57%; 0.43% for the Savings option
iShares 529 Plan
Arkansas
Class A: 0.35% - 1.29%
Class L: 0.35% - 1.64%
Class F: 0.35% - 1.04%
ScholarShare 529
California
0.08% - 0.57%. None for the Principal Plus Interest Portfolio.
Colorado ABLE
Colorado
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option
Direct Portfolio College Savings Plan
Colorado
0.36%
Scholars Choice College Savings Program
Colorado
Class A: 0.65% - 1.63%
Class B: 1.09% - 1.85%
Class C: 1.09% - 2.13%
Class O: 1.09%
Cash Reserve Option: 1.09%
Note: Expenses are 0.04% less due to temporary state fee waiver.
Smart Choice College Savings Plan
Colorado
None.
Stable Value Plus College Savings Program
Colorado
0.99% (0.71% as of September 1, 2011)
Connecticut Higher Education Trust (CHET)
Connecticut
0.21% - 1.07%; 0.13% for the Money Market option with waiver. None for Principal Plus Interest Option.
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
Class A: 0.54%-1.33%
Class C: 1.29%-2.08%
Class E: 0.29%-1.08%
Delaware College Investment Plan
Delaware
0.11% - 1.20%
DC 529 College Savings Program (Advisor-sold)
District of Columbia
0.32% - 0.80%
Principal Protected Portfolio: 0.15%
DC ABLE
District of Columbia
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option
DC College Savings Plan
District of Columbia
0.32% - 0.80%
Principal Protected Portfolio: 0.15%
ABLE United
Florida
0.035% - 0.290%
Florida 529 Savings Plan
Florida
0.39% - 0.75% management fee (None for Money Market option)
Georgia STABLE
Georgia
0.19% - 0.34%, depending on the selected investment option
Path2College 529 Plan
Georgia
0.19% - 0.33%. None for the Guaranteed Option.
Hawaii's College Savings Program
Hawaii
0.75%
Idaho College Savings Program (IDeal)
Idaho
0.50%; 0.34% for the Savings Portfolio
Bright Directions Advisor-Guided 529 College Savings Program
Illinois
Class A: 0.32% - 1.61%
Class C: 0.32% - 1.86%
Class E: 0.32% - 1.61%
Class F: 0.32% - 1.36%
Class G: 0.32% - 1.61%
Class H: 0.32% - 1.36%
Bright Start Advisor-Sold College Savings Program
Illinois
Class A: 0.31% - 0.85%
Class C: 0.31% - 1.10%
Class G: 0.31% - 0.85%
Class H: 0.31% - 0.60%
Bright Start Direct-Sold College Savings Program
Illinois
0.10% - 0.83%
Illinois ABLE
Illinois
0.34% - 0.38%, depending on the investment option chosen.
CollegeChoice 529 Direct Savings Plan
Indiana
0.18% - 0.82%
CollegeChoice Advisor 529 Savings Plan
Indiana
Class A: 0.71% - 1.52%
Class C: 1.46% - 2.27%
Savings Portfolio - 0.32%
INvestABLE Indiana
Indiana
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option
College Savings Iowa
Iowa
0.20%
IAble Plan
Iowa
0.34% - 0.38%, depending on the investment option chosen
IAdvisor 529 Plan
Iowa
Class A: 0.98% - 1.80%
Class C: 0.98% - 2.55%
Kansas ABLE Savings Plan
Kansas
0.34% - 0.38%, depending on the investment option chosen
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
0.10% - 0.92%
Learning Quest Advisor
Kansas
Class A: 0.35% - 1.81%
Class C: 0.85% - 2.56%
Schwab 529 College Savings Plan
Kansas
0.40% - 1.01%; Index portfolios have all-inclusive fee of 0.30%.
Kentucky Education Savings Plan Trust
Kentucky
0.54% - 0.91%. None for the Guaranteed Option.
STABLE Kentucky
Kentucky
0.19% - 0.34%, depending on the selected investment option.
LA ABLE
Louisiana
0.13% to 0.15%
START Saving Program
Louisiana
0.04% - 0.35%. None for the Principal Protection option.
NextGen College Investing Plan -- Client Direct Series
Maine
0.00% - 0.63%
NextGen College Investing Plan -- Client Select Series
Maine
Class A: 0.00% - 1.31%
Class C: 0.00% - 2.06%
College Savings Plans of Maryland -- College Investment Plan
Maryland
0.40% - 0.74%
Attainable Savings Plan
Massachusetts
0.57% - 0.94%
U.Fund College Investing Plan
Massachusetts
0.11% - 1.20%
MI 529 Advisor Plan
Michigan
Class A: 0.67% - 1.54%
Class C: 1.07% - 1.94%
MiABLE
Michigan
0.50% - 0.78%
Michigan Education Savings Program
Michigan
0.12% - 0.24%. None for the Principal Plus Interest Option.
Minnesota ABLE Plan
Minnesota
0.34% - 0.38%, depending on the selected investment option
Minnesota College Savings Plan
Minnesota
0.19% to 0.33%. None for the Principal Plus Interest Option. 0.14% for the Money Market Option after fee waiver.
Mississippi Affordable College Savings (MACS) Program
Mississippi
0.64% - 0.73%. None for the Guaranteed Option.
MO ABLE
Missouri
0.19% - 0.34%, depending on the selected investment option
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
0.23% - 0.57%
Achieve Montana
Montana
0.67% - 0.83%
Montana ABLE
Montana
0.34% - 0.37%, depending on the investment option chosen; none for the Checking Option
Montana Family Education Savings Program -- Bank Plan
Montana
None
Enable Savings Plan
Nebraska
0.50% - 0.56%, depending on the investment option chosen
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Class A: 0.20% - 1.54%
Class C: 0.20% - 2.29%
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
0.20% - 1.29%
State Farm College Savings Plan
Nebraska
Class A: 0.38% - 1.28%
Class B: 0.38% - 2.03%
TD Ameritrade 529 College Savings Plan
Nebraska
0.51% - 1.48%
ABLE Nevada
Nevada
0.34% - 0.38%, depending on the selected investment option
Putnam 529 for America
Nevada
Class A: 0.55% - 1.33%
Class B: 0.95% - 2.08%
Class C: 1.30% - 2.08%
Class D: 0.96% - 1.18%
SSGA Upromise 529 Plan
Nevada
0.32% - 0.89%; 0.29% for the Savings Portfolio.
The Vanguard 529 College Savings Plan
Nevada
0.16% - 0.44%
USAA 529 College Savings Plan
Nevada
0.51% to 1.14%
Fidelity Advisor 529 Plan
New Hampshire
Class A: 0.82% - 1.44%
Class C: 1.57% - 2.18%
Class P: 1.32% - 1.94%
UNIQUE College Investing Plan
New Hampshire
0.11% - 1.20%
Franklin Templeton 529 College Savings Plan
New Jersey
Class A: 0.19% - 1.49%
Class B (Franklin U.S Government Money Portfolio):0.19%
Class C: 0.19% - 2.24%
Advisor class: 0.29% - 1.24%
NJBEST 529 College Savings Plan
New Jersey
0.14% - 0.89%
Scholar's Edge
New Mexico
Class A: 0.36% - 1.68%
Class C: 0.36% - 2.43%
The Education Plan's College Savings Program
New Mexico
0.25% - 0.71%
New York's 529 Advisor-Guided College Savings Plan
New York
Class A: 0.66% - 1.35%
Class C: 1.41% - 2.10%
Advisor Class: 0.41% - 1.10%
New York's 529 College Savings Program -- Direct Plan
New York
0.15%
NY ABLE
New York
0.40%
National College Savings Program
North Carolina
0.25% - 0.40%
The NC ABLE Program
North Carolina
0.34% - 0.38%, depending on the selected investment option
College SAVE (Advisor)
North Dakota
0.85%; 0.55% for the Interest Accumulation Portfolio
College SAVE (Direct)
North Dakota
0.55%
BlackRock CollegeAdvantage Advisor 529 Savings Plan
Ohio
Class A: 0.50% - 1.34%
Class C: 1.25% - 2.09%
Ohio CollegeAdvantage Direct 529 Savings Plan
Ohio
0.18% - 0.63%. None for Fifth Third options.
STABLE Account
Ohio
0.19% - 0.34% for Ohio residents, depending on the selected investment option; 0.19% - 0.60%, for residents of other states, depending on the selected investment option
Oklahoma College Savings Plan
Oklahoma
0.37% - 0.81%. None for the Guaranteed Option.
Oklahoma Dream 529 Plan
Oklahoma
Class A: 0.81% - 1.69%
Class C: 0.86% - 2.44%
ABLEforAll
Oregon
0.30% - 0.3810%, depending on the selected investment option
MFS 529 Savings Plan
Oregon
Class A: 0.71% - 1.38%
Class B: 1.53% - 2.15%
Class C: 1.53% - 2.15%
Oregon ABLE Savings Plan
Oregon
0.30% - 0.381%, depending on the selected investment option
Oregon College Savings Plan
Oregon
0.27% - 0.70%. None for Principal Plus Interest Portfolio.
PA ABLE
Pennsylvania
0.34% - 0.38%, depending on the selected investment option
Pennsylvania 529 Investment Plan
Pennsylvania
0.33% - 0.46%
CollegeBound 529 (Advisor-sold)
Rhode Island
Class A: 0.58% - 1.31%
Class AR: 1.33% - 2.06%
Class C: 1.33% - 2.06%
Class RA (RI-resident): 0.41% - 1.14%
Class RZ (RI-resident): 0.16% - 0.89%
Class I: 0.33% - 1.06%
CollegeBound Saver (Direct-sold)
Rhode Island
0.29% - 0.85%; 0.04% - 0.60% for Rhode Island residents
RI's ABLE
Rhode Island
0.34% - 0.38%, depending on the selected investment option; none for the Checking Option
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Class A: 0.00% - 1.33%
Class C: 0.00% - 2.08%
Class E: 0.00% - 1.58%
Class I: 0.00% - 1.08%
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
0.00% - 0.25%
CollegeAccess 529 (Advisor-sold)
South Dakota
Class A: 0.64% - 1.53%
Class C: 0.64% - 2.28%
Class SD-A: 0.39% - 1.28%
Class SD-C: 0.39% - 2.03%
CollegeAccess 529 (Direct-sold)
South Dakota
0.43% - 0.92%
ABLE TN
Tennessee
0.00% - 0.62%.
TNStars College Savings 529 Program
Tennessee
Capped at 0.35% due to state subsidy, none for the interest bearing account.
Lonestar 529 Plan
Texas
Class A: 0.6593% - 1.7293%
Class B: 0.6593% - 2.4793%
Advisor Class: 0.6593% - 2.4793%
Texas College Savings Plan
Texas
0.5897% - 0.9887%
Utah Educational Savings Plan (UESP)
Utah
0.150% - 0.202% (Utah residents 0.000% - 0.202%) for UESP investment options excluding the Customized Age-Based and the Customized Static options. The Customized Static and Age-Based options range is 0.200% - 0.595%, depending on the investment mix selected by the account owner.
Vermont ABLE
Vermont
0.19% - 0.34%, depending on the selected investment option
Vermont Higher Education Investment Plan
Vermont
0.39% for each portfolio; 0.06% for the Federated Treasury Obligations Portfolio (with waiver of plan management and administrative fee.)
ABLEnow
Virginia
0.37% - 0.40%, depending on the selected investment option
CollegeAmerica
Virginia
Class 529-A: 0.50% - 1.39%
Class 529-C: 0.50% - 2.21%
Class 529-E: 0.49% - 1.56%
Class 529-F-1: 0.43% - 1.19%
Invest529
Virginia
0.10% - 0.77%
SMART529 Select
West Virginia
0.64% - 0.77%
SMART529 WV Direct College Savings Plan
West Virginia
0.07% to 0.34%
The Hartford SMART529
West Virginia
Class A: 0.74% - 1.39%
Class B: 1.29 - 1.94%
Class C: 1.48% - 2.13%
Class E: 0.49% - 1.14%
Edvest
Wisconsin
0.08% - 0.43%
Tomorrow's Scholar 529 Plan
Wisconsin
Class A: 0.23% - 1.57%
Class AR (for rollovers): 1.23% - 2.32%
Class C: 1.51% - 2.32%
Class C1 (TIAA-CREF portfolios): 0.73% - 0.80%
Class W: 0.23% - 1.32%
 

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