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OPTIONS

529 PLANS

Compare by Features

Plan Total asset-based expense ratio:
NextGen College Investing Plan -- Client Direct Series
Maine
0.00% - 0.91%
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
0.05% - 0.25%
CollegeBoundfund (Direct-sold, Alternative RI)
Rhode Island
0.06% - 1.29%
Edvest
Wisconsin
0.08% - 0.45%
START Saving Program
Louisiana
0.10% - 0.47%. None for the Principal Protection option.
College Savings Plans of Maryland -- College Investment Plan
Maryland
0.14% - 0.89%
New York's 529 College Savings Program -- Direct Plan
New York
0.17%
Utah Educational Savings Plan (UESP)
Utah
0.18% - 0.26% (Utah residents 0.00% - 0.26%) for UESP investment options excluding the Customized Age-Based and the Customized Static options. The Customized Static option range is 0.20% - 0.61% and the Customized Age-Based option range is 0.20% - 0.30%, depending on the investment mix selected by the account owner.
The ScholarShare College Savings Plan
California
0.18% - 0.62%. None for the Principal Plus Interest Portfolio.
Bright Start College Savings Program -- Direct-sold Plan
Illinois
0.18% - 0.69%
Ohio CollegeAdvantage 529 Savings Plan
Ohio
0.19% - 1.04%. None for Fifth Third options.
Michigan Education Savings Program
Michigan
0.20% - 0.30%. None for the Principal Plus Interest Option.
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
0.20% - 1.26%
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
0.24% - 1.03%
National College Savings Program
North Carolina
0.25% - 0.42%
The Vanguard 529 Savings Plan
Nevada
0.25% - 0.55%
Virginia529 inVEST
Virginia
0.25% - 0.90%
Fidelity Arizona College Savings Plan
Arizona
0.25% - 1.40%
Delaware College Investment Plan
Delaware
0.25% - 1.40%
U.Fund College Investing Plan
Massachusetts
0.25% - 1.40%
UNIQUE College Investing Plan
New Hampshire
0.25% - 1.40%
T. Rowe Price College Savings Plan
Alaska
0.27% - 0.89%
University of Alaska College Savings Plan
Alaska
0.27% - 0.89%
CollegeChoice 529 Direct Savings Plan
Indiana
0.27% - 0.91%
College Savings Iowa
Iowa
0.28%
Path2College 529 Plan
Georgia
0.28% - 0.41%. None for the Guaranteed Option.
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
0.29% - 0.60%
The Education Plan's College Savings Program
New Mexico
0.29% - 0.77%
Connecticut Higher Education Trust (CHET)
Connecticut
0.29% - 0.87%; 0.13% for the Money Market option with waiver. None for Principal Plus Interest Option.
SMART529 WV Direct College Savings Plan
West Virginia
0.29% to 0.40%
CollegeCounts 529 Fund
Alabama
0.30% - 0.91%
Oregon College Savings Plan
Oregon
0.32% - 0.75%. None for Principal Plus Interest Portfolio.
NJBEST 529 College Savings Plan
New Jersey
0.32% - 1.05%
SSgA Upromise 529 Plan
Nevada
0.33% - 0.89%; 0.29% for the Savings Portfolio.
iShares 529 Plan
Arkansas
0.35% - 1.02%
TNStars College Savings 529 Program
Tennessee
0.35%, none for the interest bearing account. For fiscal year 2012-2013 (July 1, 2012- June 30, 2013), the program is subsidizing fees and expenses for any fund above 0.35% total annual asset based fee.
Schwab 529 College Savings Plan
Kansas
0.41% - 1.41%
Texas College Savings Plan
Texas
0.42% - 0.83%
CollegeAccess 529 (Direct-sold)
South Dakota
0.45% - 0.88%
Direct Portfolio College Savings Plan
Colorado
0.46%
Oklahoma College Savings Plan
Oklahoma
0.47% - 0.92%. None for the Guaranteed Option.
Pennsylvania 529 Investment Plan
Pennsylvania
0.48% - 0.62%
Vermont Higher Education Investment Plan
Vermont
0.50% - 0.84%. None for the Principal Plus Interest Option.
TD Ameritrade 529 College Savings Plan
Nebraska
0.50% - 1.45%
DC 529 College Savings Program (Advisor-sold)
District of Columbia
0.50% - 1.97%
Principal Plus option: 0.15%
DC 529 College Savings Program (Direct-sold)
District of Columbia
0.50% - 1.97%
Principal Plus option: 0.15%
Minnesota College Savings Plan
Minnesota
0.5125% to 0.6125%. None for the Guaranteed Option. 0.15% for the Money Market option after waiver.
Kentucky Education Savings Plan Trust
Kentucky
0.56% - 0.91%. None for the Guaranteed Option.
Mississippi Affordable College Savings (MACS) Program
Mississippi
0.65% - 0.72%. None for the Guaranteed Option.
USAA 529 College Savings Plan
Nevada
0.65% - 1.05%
SMART529 Select
West Virginia
0.67% - 0.78%
Florida 529 Savings Plan
Florida
0.75%
Hawaii's College Savings Program
Hawaii
0.75%
Idaho College Savings Program (IDeal)
Idaho
0.75%; 0.34% for the Savings Portfolio
GIFT College Investing Plan
Arkansas
0.75%; 0.55% for the Savings option
MACS 529 Advisor Program
Mississippi
0.77% - 1.24%. None for the Guaranteed Option.
Montana Family Education Savings Program -- Investment Plan
Montana
0.82% - 0.89%
College SAVE
North Dakota
0.85%
Ivy Funds InvestEd Plan
Arizona
0.98% - 1.17% in the InvestEd Portfolios
1.19% - 2.52% in the Ivy Funds; 1.00% - 1.67% reflects a waiver of management fees, 12b-1 fees and/or shareholder servicing fees through July 31, 2013
0.78% in the Ivy Money Market portfolio
Stable Value Plus College Savings Program
Colorado
0.99% (0.71% commencing September 1, 2011)
CollegeAmerica
Virginia
Class 529-A: 0.51% - 1.19%
Class 529-C: 0.51% - 2.00%
Class 529-E: 0.50% - 1.465%
Class 529-F-1: 0.46% - 0.99%
NextGen College Investing Plan -- Client Select Series
Maine
Class A: 0.00% - 1.38%
Class C: 0.00% - 2.13%
Nebraska Education Savings Trust -- Advisor College Savings Plan
Nebraska
Class A: 0.20% - 1.51%
Class C: 0.20% - 2.26%
Tomorrow's Scholar 529 Plan
Wisconsin
Class A: 0.23% - 1.55%
Class AR (for rollovers): 1.25% - 2.30%
Class C: 1.62% - 2.30%
Class C1 (TIAA-CREF portfolios): 0.75% - 0.83%
Class W: 0.25% - 1.30%
Bright Start College Savings Program -- Advisor-sold Plan
Illinois
Class A: 0.32% - 1.00%
Class C: 0.32% - 1.25%
Class G: 0.32% - 1.00%
Class H: 0.32% - 0.75%
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Class A: 0.33% - 1.42%
Class C: 0.93% - 2.17%
Class E: 0.68% - 1.67%
Class Z: 0.18% - 1.17%
CollegeChoice Advisor 529 Savings Plan
Indiana
Class A: 0.34% - 1.46%
Class C: 0.34% - 2.21%
Scholar'sEdge
New Mexico
Class A: 0.37% - 1.34%
Class C: 0.37% - 2.09%
State Farm College Savings Plan
Nebraska
Class A: 0.39% - 1.23%
Class B: 0.39% - 1.98%
CollegeCounts 529 Fund Advisor Plan
Alabama
Class A: 0.44% - 1.87%
Class C: 0.44% - 2.12%
Class F: 0.44% - 1.62%
Bright Directions College Savings Program
Illinois
Class A: 0.47% - 2.12%
Class C: 0.47% - 2.37%
Class E: 0.47% - 2.12%
Class F: 0.45% - 1.87%
Lonestar 529 Plan
Texas
Class A: 0.48% - 1.63%
Class B: 0.48% - 2.38%
Class C: 0.48% - 2.38%
Learning Quest Advisor
Kansas
Class A: 0.50% - 1.85%
Class C: 1.00% - 2.60%
Putnam 529 for America
Nevada
Class A: 0.57% - 1.77%
Class B: 0.90% - 2.52%
Class C: 1.15% - 2.52%
Class D: 1.00% - 1.15%
BlackRock CollegeAdvantage 529 Plan
Ohio
Class A: 0.62% - 1.84%
Class C: 1.37% - 2.59%
CollegeAccess 529 (Advisor-sold)
South Dakota
Class A: 0.63% - 1.77%
Class B: 0.63% - 2.52%
Class C: 0.63% - 2.52%
Class SD-A: 0.28% - 1.42%
Class SD-C: 0.28% - 2.07%
Scholars Choice College Savings Program
Colorado
Class A: 0.66% - 1.60%
Class B: 1.09% - 2.30%
Class C: 1.09% - 2.10%
Class O: 1.09%
Cash Reserve Option: 1.09%
U.S. Treasury Zero-Coupon Target Maturity Portfolios: 1.09%
Note: Expenses are 0.04% less commencing September 1, 2011 due to temporary state fee waiver.
Franklin Templeton 529 College Savings Plan
New Jersey
Class A: 0.68% - 1.51%
Class C: 0.85% - 2.26%
Oklahoma Dream 529 Plan
Oklahoma
Class A: 0.73% - 1.74%
Class C: 0.73% - 2.49%
MFS 529 Savings Plan
Oregon
Class A: 0.74% - 1.44%
Class B: 1.57% - 2.19%
Class C: 1.57% - 2.19%
MOST - Missouri's 529 Advisor Plan
Missouri
Class A: 0.75% - 1.45%
Class C: 1.50% - 2.20%
New York's 529 Advisor-Guided College Savings Plan
New York
Class A: 0.75% - 1.54%
Class C: 1.50% - 2.29%
Advisor Class: 0.50% - 1.29%
CollegeBoundfund (Advisor-sold)
Rhode Island
Class A: 0.80% - 1.54%
Class B: 1.55% - 2.29%
Class C: 1.55% - 2.29%
Class R (Fee-based): 0.55% - 1.29%
Class RA (RI-resident): 0.45% - 1.54%
Class RZ (RI-resident): 0.20% - 1.29%
Fidelity Advisor 529 Plan
New Hampshire
Class A: 0.82% - 1.49%
Class C: 1.57% - 2.24%
Class P: 1.32% - 1.99%
MI 529 Advisor Plan
Michigan
Class A: 0.83% - 1.84%
Class C: 0.83% - 1.92%
The Hartford SMART529
West Virginia
Class A: 0.88% - 1.84%
Class B: 1.43 - 2.39%
Class C: 1.62% - 2.58%
Class E: 0.63% - 1.59%
IAdvisor 529 Plan
Iowa
Class A: 0.99% - 1.80%
Class C: 0.99% - 2.55%
Connecticut Higher Education Trust (CHET) -- Advisor Plan
Connecticut
Class A: 1.07%-1.57%
Class C: 1.82%-2.32%
Class E: 0.82%-1.32%
John Hancock Freedom 529
Alaska
Class A: 1.19% - 1.57%
Class B: 1.94% - 2.32%
Class C2: 1.94% - 2.32%
Money Market: 0.58%
Montana Family Education Savings Program -- Bank Plan
Montana
None
Smart Choice College Savings Plan
Colorado
None.
CollegeWealth
Virginia
Not applicable, interest rates are established by the participating bank or financial institution.