Compare 529 Plans by Features

Plan

Total asset-based expense ratio

0.17% - 0.80%

0.14% - 0.88%

0.53%; 0.39% for the Savings option

0.05% - 0.46%. None for the Principal Plus Interest Portfolio.

0.99% (0.71% as of September 1, 2011)

0.11% - 0.95%

DC College Savings Plan

District of Columbia

0.31% - 0.74%
Principal Protected Portfolio: 0.15%

0.02% - 0.77%

0.00% - 0.12%. None for the Principal Plus Interest Option.

0.36%; 0.34% for the Savings Portfolio

0.38% - 0.93; Index portfolios have all-inclusive fee of 0.25%.

KY Saves 529

Kentucky

0.20% - 0.81%; None for the Guaranteed Option.

0.02% - 0.14%. None for the Principal Protection option.

0.11% - 0.95%

0.065% - 0.185%. None for the Principal Plus Interest Option.

0.1225% to 0.2825%. None for the Principal Plus Interest Option.

0.63% - 0.73%. None for the Guaranteed Option.

0.395% - 0.587%

0.28% - 0.89%; 0.29% for the Savings Portfolio.

0.11% - 0.95%

0.10% - 0.80%

NC 529 Plan

North Carolina

0.25% - 0.35%

0.48%

0.145% - 0.435%. None for Fifth Third Bank options.

0.25% - 0.52%. None for the Guaranteed Option.

0.25% - 0.72%

0.205% - 0.305%

0.12% - 0.41%; 0.02% - 0.31% for Rhode Island residents

0.42% - 1.19%

0.31% - 0.5215%

my529

Utah

0.141% - 0.147% for my529 Target Date options. The Customized Static and Age-Based options range is 0.11% - 0.490%, depending on the investment mix selected by the account owner. 0.221% for the Stable Value option.

0.39% for each portfolio; none for the Principal Plus Interest Option.

Invest529

Virginia

0.0% - 0.569%

0.254% to 0.33%

SMART529 Select

West Virginia

0.57% - 0.63%

0.12% to 0.21%

Edvest

Wisconsin

0.12% - 0.35%; none for Principal Plus Interest Portfolio