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Compare by Features
| Plan | Expenses of the underlying investments: |
|
MOST - Missouri's 529 College Savings Plan (Direct-sold) Missouri |
0.02% - 0.34% |
|
Michigan Education Savings Program Michigan |
0.07% - 0.17%. None for the Principal Plus Interest Option. |
|
SSgA Upromise 529 Plan Nevada |
0.12% - 0.24% in the age based and static portfolios; 0.09% - 0.65% in the individual fund portfolios; none for the Savings Portfolio. |
|
CollegeBoundfund (Direct-sold, Alternative RI) Rhode Island |
0.20% in the age-based options, ranges from 0.72% to 0.94% in the static multi-fund portfolios (portfolio weighted average), and from 0.06% to 1.29% in the individual-fund portfolios. |
|
Texas College Savings Plan Texas |
0.36% to 0.40% in the Index portfolios; 0.38% to 0.58% in the Blended Portfolios; and 0.17% to 0.45% in the Individual Fund Portfolios. |
|
Ohio CollegeAdvantage 529 Savings Plan Ohio |
Advantage multi-manager portfolios: Ranges from 0.25% to 0.38% Vanguard portfolios: Ranges from 0.04% to 0.31% PIMCO: Ranges from 0.47% to 0.56% GE Asset Management: 0.57% Fifth Third options: None |
|
Bright Start College Savings Program -- Direct-sold Plan Illinois |
Blended Portfolios: Ranges from 0.20% to 0.51%; 0.17% for the Money Market Portfolio Index Portfolios: Ranges from 0.04% to 0.07%. |
|
Vermont Higher Education Investment Plan Vermont |
Included in the program manager fee for the age-based option. For the static fund options, underlying expenses range from 0.09% to 0.39%. |
|
Kentucky Education Savings Plan Trust Kentucky |
Managed Allocation Option: included in the program management fee. 100% equity options: Ranges from 0.09% to 0.53% Balanced Option: 0.27% Fixed Income Option: 0.17% |
|
College SAVE North Dakota |
N/A, included in the program management fee. |
|
National College Savings Program North Carolina |
NC Treasurer Dependable Income Fund: Less than 0.05% Vanguard Age-Based Options: Ranges from 0.10% to 0.16% Vanguard Individual and Multi-fund Options: 0.09% to 0.17% Federally-Insured Deposit Account: None |
|
START Saving Program Louisiana |
None for the Principal Protection fund. Ranges from 0.13% - 0.17% for the Vanguard LifeStrategy funds (Age-Based options; none for Ages 16+), and from 0.10% to 0.47% for the Vanguard individual fund options. |
|
College Savings Iowa Iowa |
Not applicable, included in the program management fee. |
|
GIFT College Investing Plan Arkansas |
Not applicable, included in the program management fee. |
|
Direct Portfolio College Savings Plan Colorado |
Not applicable, included in the program management fee. |
|
Stable Value Plus College Savings Program Colorado |
Not applicable, included in the program management fee. |
|
Florida 529 Savings Plan Florida |
Not applicable, included in the program management fee. |
|
Minnesota College Savings Plan Minnesota |
Not applicable, included in the program management fee. |
|
The Vanguard 529 Savings Plan Nevada |
Not applicable, included in the program management fee. |
|
New York's 529 College Savings Program -- Direct Plan New York |
Not applicable, included in the program management fee. |
|
Hawaii's College Savings Program Hawaii |
Not applicable, included in the program manager fee. |
|
Idaho College Savings Program (IDeal) Idaho |
Not applicable, included in the program manager fee. |
|
Montana Family Education Savings Program -- Bank Plan Montana |
Not applicable, interest rate on CD is tied to a formula. |
|
Arizona Family College Savings Program -- CollegeSure® 529 Plan Arizona |
Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account. |
|
CollegeChoice CD 529 Savings Plan Indiana |
Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account. |
|
Smart Choice College Savings Plan Colorado |
Not applicable. |
|
USAA 529 College Savings Plan Nevada |
Not applicable., included in the program management fee. |
|
Pennsylvania 529 Investment Plan Pennsylvania |
Ranges from 0.02% - 0.16% |
|
Utah Educational Savings Plan (UESP) Utah |
Ranges from 0.02% to 0.41%, except the State Public Treasurers' Investment Fund and the FDIC-Insured Savings option incur no additional expenses. |
|
SMART529 WV Direct College Savings Plan West Virginia |
Ranges from 0.04% to 0.40%. |
|
Montana Family Education Savings Program -- Investment Plan Montana |
Ranges from 0.05% to 0.21% |
|
TD Ameritrade 529 College Savings Plan Nebraska |
Ranges from 0.06% to 0.20% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.0175% to 0.97% in the individual-fund portfolios. |
|
Nebraska Education Savings Trust -- Direct College Savings Plan Nebraska |
Ranges from 0.06% to 0.24% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.0175% to 0.97% in the individual-fund portfolios. None for the Bank Savings option. |
|
CollegeCounts 529 Fund Alabama |
Ranges from 0.07% to 0.09% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.05% to 0.66% in the individual-fund portfolios. |
|
Path2College 529 Plan Georgia |
Ranges from 0.07% to 0.20%; none for the Guaranteed Option. |
|
Oregon College Savings Plan Oregon |
Ranges from 0.07% to 0.50% (portfolio weighted average). None for Principal Plus Interest Portfolio. |
|
MACS 529 Advisor Program Mississippi |
Ranges from 0.07% to 0.54%. None for the Guaranteed Option. |
|
Oklahoma Dream 529 Plan Oklahoma |
Ranges from 0.07% to 0.99% (portfolio weighted average). |
|
BlackRock CollegeAdvantage 529 Plan Ohio |
Ranges from 0.07% to 1.29%. |
|
CollegeChoice 529 Direct Savings Plan Indiana |
Ranges from 0.08% to 0.15% in the Age-based option and from 0.02% to 0.64% in the Individual portfolios (portfolio weighted average). None in the Savings Portfolio. |
|
The ScholarShare College Savings Plan California |
Ranges from 0.08% to 0.17% annualized in the index fund portfolios, from 0.24% to 0.52% annualized in the actively managed fund portfolios, 0.09% to 0.19% in the passive portfolios, 0.20% in the Social Choice Portfolio, and none for the Principal Plus Interest Portfolio. |
|
Future Scholar 529 College Savings Plan (Direct-sold) South Carolina |
Ranges from 0.08% to 0.18% (portfolio weighted average) in the aged-based and target allocation portfolios, and from 0.05% to 0.25% in the individual-fund portfolios. |
|
Nebraska Education Savings Trust -- Advisor College Savings Plan Nebraska |
Ranges from 0.09% to 0.30% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.0175% to 0.97% in the individual-fund portfolios, none for the Bank Savings option. |
|
Edvest Wisconsin |
Ranges from 0.09% to 0.37% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.07% to 0.20% in the individual-fund portfolios, none in the Principal Plus Interest portfolio. The CD option has no underlying expense beyond the management and state administration fee. |
|
Delaware College Investment Plan Delaware |
Ranges from 0.10% to 0.20% annualized in the Fidelity index fund portfolios, from 0.36% to 0.81% annualized in the Fidelity funds portfolios, and 0.59% to 1.05% in the multi-firm portfolios. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate. |
|
Fidelity Arizona College Savings Plan Arizona |
Ranges from 0.10% to 0.20% annualized in the Fidelity index fund portfolios, from 0.37% to 0.81% annualized in the Fidelity funds portfolios, and 0.59% to 1.05% in the multi-firm portfolios. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate. |
|
U.Fund College Investing Plan Massachusetts |
Ranges from 0.10% to 0.20% annualized in the Fidelity index fund portfolios, from 0.37% to 0.81% annualized in the Fidelity funds portfolios, and 0.59% to 1.05% in the multi-firm portfolios. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate. |
|
UNIQUE College Investing Plan New Hampshire |
Ranges from 0.10% to 0.20% annualized in the Fidelity index fund portfolios, from 0.37% to 0.81% annualized in the Fidelity funds portfolios, and 0.59% to 1.05% in the multi-firm portfolios. For the Bank Deposit Portfolio, there is no underlying fund expense. There is, however, a Bank Administration Fee, which ranges from 0.00%-0.40% and is based on the Federal Funds Target Rate. |
|
TNStars College Savings 529 Program Tennessee |
Ranges from 0.10% to 0.26% in the age-based option; 0.05% to 0.68% in the individual options. |
|
Virginia529 inVEST Virginia |
Ranges from 0.10% to 0.58% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.05% to 0.70% in the individual-fund portfolios. |
|
CollegeCounts 529 Fund Advisor Plan Alabama |
Ranges from 0.12% to 0.61% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.10% to 1.20% in the individual-fund portfolios. |
|
NJBEST 529 College Savings Plan New Jersey |
Ranges from 0.12% to 0.85% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.20% to 0.35% in the individual-fund portfolios. |
|
Franklin Templeton 529 College Savings Plan New Jersey |
Ranges from 0.12% to 0.85% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.20% to 0.86% in the individual-fund portfolios. |
|
Oklahoma College Savings Plan Oklahoma |
Ranges from 0.13% to 0.19% (portfolio weighted average) in the age-based portfolios, and from 0.07% to 0.52% in the static multi-fund portfolios. None in the Guaranteed Option. |
|
College Savings Plans of Maryland -- College Investment Plan Maryland |
Ranges from 0.13% to 0.67% (portfolio weighted average). |
|
CollegeChoice Advisor 529 Savings Plan Indiana |
Ranges from 0.14% to 0.20% in the Year of Enrollment portfolio option and from 0.08% to 0.77% in the Individual portfolio options (portfolio weighted average). None for the Savings Portfolio. |
|
The Education Plan's College Savings Program New Mexico |
Ranges from 0.14% to 0.23% (portfolio weighted average) for index-only options, and from 0.17% to 0.57% (portfolio weighted average) for all other options. |
|
Mississippi Affordable College Savings (MACS) Program Mississippi |
Ranges from 0.15% to 0.22% (portfolio weighted average). None for the Guaranteed Option. |
|
iShares 529 Plan Arkansas |
Ranges from 0.15% to 0.25% (portfolio weighted average) in the Year-to-Enrollment and Asset Allocation Portfolios, 0.15% to 0.67% in the Custom Portfolios, none for the Savings Portfolio. |
|
NextGen College Investing Plan -- Client Direct Series Maine |
Ranges from 0.16% to 0.81% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.30% in the BlackRock Equity Index Portfolio. None for the Principal Plus Portfolio and NextGen Savings Portfolio. |
|
State Farm College Savings Plan Nebraska |
Ranges from 0.17% to 0.75%. |
|
Connecticut Higher Education Trust (CHET) Connecticut |
Ranges from 0.18% to 0.24% for the age-based options, and from 0.10% to 0.68% for static options. None for the Principal Plus Interest option. |
|
SMART529 Select West Virginia |
Ranges from 0.20% to 0.31% (portfolio weighted average). |
|
Bright Start College Savings Program -- Advisor-sold Plan Illinois |
Ranges from 0.20% to 0.57% (portfolio weighted average); 0.17% for Money Market Portfolio. |
|
CollegeBoundfund (Advisor-sold) Rhode Island |
Ranges from 0.20% to 0.94% in the age-based and static multi-fund portfolios (portfolio weighted average), and from 0.55% to 1.29% in the individual-fund portfolios, inclusive of program manager fees. |
|
MOST - Missouri's 529 Advisor Plan Missouri |
Ranges from 0.20% to 1.08%. |
|
Schwab 529 College Savings Plan Kansas |
Ranges from 0.21% - 1.21% (portfolio weighted average). |
|
Learning Quest 529 Education Savings Program (Direct-sold) Kansas |
Ranges from 0.23% to 0.69% in the age-based portfolios and 0.04% to 0.83% in the static portfolios (portfolio weighted averages). For the three portfolios used in the index age-based track, an all-in fee of 0.50% includes the 0.20% program manager fee. |
|
IAdvisor 529 Plan Iowa |
Ranges from 0.26% to 1.05%. |
|
Bright Directions College Savings Program Illinois |
Ranges from 0.29% to 0.51% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.10% to 1.47% in the individual-fund portfolios, and 0.50% to 1.17% in the female- and minority-owned portfolios. |
|
Scholars Choice College Savings Program Colorado |
Ranges from 0.31% to 0.86% (portfolio weighted average) in the age-based and static multi-fund portfolios; 0.61% to 1.25% in the individual portfolios. |
|
New York's 529 Advisor-Guided College Savings Plan New York |
Ranges from 0.36% to 0.67% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.20% to 0.99% in the individual-fund portfolios. |
|
Future Scholar 529 College Savings Plan (Advisor-sold) South Carolina |
Ranges from 0.36% to 0.76% (portfolio weighted average) in the age-based and static portfolios, from 0.15% to 1.01% in the individual-fund portfolios, and 0.02% in the Legacy Capital Preservation portfolio. |
|
MFS 529 Savings Plan Oregon |
Ranges from 0.40% to 0.93% in the age-based and static multi-fund portfolios (portfolio weighted averages), and from 0.33% to 1.06% in the individual-fund portfolios. Additonal waivers are in effect ranging from December 2012 to December 2013 for the New Discovery Fund, Limited Maturity Fund, Research Bond Fund, amd Cash Reserve Fund. |
|
Learning Quest Advisor Kansas |
Ranges from 0.40% to 1.06% in the age-based and static portfolios and 0.25% to 1.40% in the individual fund portfolios (portfolio weighted averages). |
|
The Hartford SMART529 West Virginia |
Ranges from 0.40% to 1.34%. |
|
MI 529 Advisor Plan Michigan |
Ranges from 0.44% to 0.63% (portfolio weighted average) in the age-based, 0.47% to 0.63% in the static multi-fund portfolios, and from 0.07% to 0.99% in the individual-fund portfolios. |
|
Tomorrow's Scholar 529 Plan Wisconsin |
Ranges from 0.44% to 0.75% (portfolio weighted average) in the age-based and static allocation portfolios, 0.07% to 1.12% in the single fund portfolios, none for the TIAA-CREF Principal Protection portfolio. |
|
Lonestar 529 Plan Texas |
Ranges from 0.44% to 0.75% in the age-based and static multi-fund portfolios, and 0.17% to 1.07% in the individual-fund portfolios. |
|
CollegeAccess 529 (Direct-sold) South Dakota |
Ranges from 0.45% to 0.62% (portfolio weighed average) in the age-based and static portfolios, and 0.45% to 0.88% in the individual-fund portfolios. The program manager reimburses the investment portfolio to the extent the weighted average expense of the portfolio exceeds 0.65%. |
|
CollegeAccess 529 (Advisor-sold) South Dakota |
Ranges from 0.45% to 0.62% (portfolio weighted average) in the age-based, 0.32% to 0.65% in the static multi-fund portfolios, and 0.18% to 1.07% in the individual-fund portfolios. |
|
University of Alaska College Savings Plan Alaska |
Ranges from 0.49% to 0.68% in the age-based portfolios and 0.26% to 0.69% in the static portfolios (portfolio weighted averages). |
|
T. Rowe Price College Savings Plan Alaska |
Ranges from 0.49% to 0.68% in the age-based portfolios; 0.40% to 0.68% in the static portfolios and 0.26% in the money market portfolio (portfolio weighted averages). |
|
Fidelity Advisor 529 Plan New Hampshire |
Ranges from 0.51% to 0.90% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.37% to 1.04% in the individual-fund portfolios. |
|
DC 529 College Savings Program (Direct-sold) District of Columbia |
Ranges from 0.51% to 1.19% (portfolio weighted average) in the age-based portfolios, 1.22% to 1.82% in the individual-fund portfolios, and 0.35% in the State Street Equity Index portfolio. None for the Acacia Principal Plus portfolio. |
|
DC 529 College Savings Program (Advisor-sold) District of Columbia |
Ranges from 0.51% to 1.19% (portfolio weighted average) in the age-based portfolios, 1.22% to 1.82% in the individual-fund portfolios, and 0.35% in the State Street Equity Index portfolio. None for the Acacia Principal Plus portfolio. |
|
CollegeAmerica Virginia |
Ranges from 0.51% to 1.19% for Class 529-A, 0.51% to 2.00% for Class 529-C, 0.50% to 1.45% for Class 529-E, and 0.46% to 0.99% for Class 529-F-1. |
|
NextGen College Investing Plan -- Client Select Series Maine |
Ranges from 0.53% to 1.25% (portfolio weighted average) in the age-based and static multi-fund portfolios and from 0.94% to 1.27% in the individual-fund portfolios. None for the Principal Plus Portfolio and NextGen Savings Portfolio. |
|
Scholar'sEdge New Mexico |
Ranges from 0.54% to 0.88% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.17% to 0.89% in the individual-fund portfolios, and 0.01% in the Capital Preservation Portfolio. |
|
John Hancock Freedom 529 Alaska |
Ranges from 0.54% to 0.92% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.66% to 0.92% in the individual-fund portfolios, and 0.28% in the money market portfolio. |
|
Connecticut Higher Education Trust (CHET) -- Advisor Plan Connecticut |
Ranges from 0.55% to 0.78% (portfolio weighted average) in aged based and static multi-funds portfolios, and from 0.50% to 1.00% in the individual fund portfolios. |
|
Putnam 529 for America Nevada |
Ranges from 0.57% to 0.79% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.18% to 1.41% in the individual fund portfolios. |
|
Ivy Funds InvestEd Plan Arizona |
Ranges from 0.73% to 0.92% in the InvestEd Portfolios; 0.75% to 1.42% in the Ivy Fund Portfolios; 0.78% in the Ivy Money Market portfolio (no distribution fee). |

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