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Compare 529 Plans by Features
Plan
Expenses of the underlying investments
Alabama
Ranges from 0.039% to 0.04, depending on the selected investment option; none for the Cash Option
Alabama
Ranges from 0.04% to 0.07% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.02% to 0.62% in the individual-fund portfolios. None for the Bank Savings Portfolio.
Ranges from 0.27% to 0.42% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0.05% to 0.88% in the individual-fund portfolios, none for the Bank Savings 529 Portfolio.
Alaska
Ranges from 0.30% to 0.57% in the year of enrollment portfolios and 0.07% to 0.78% in the static portfolios; 0.23% in the money market portfolio and 0.10% in the University of Alaska Portfolio (portfolio weighted averages).
Alaska
Ranges from 0.34% to 0.97% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.27% to 0.77% in the individual-fund portfolios.
Ranges from 0.30% to 0.57% in the year of enrollment portfolios and 0.07% to 0.78% in the static portfolios; 0.23% in the money market portfolio (portfolio weighted averages).
Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, 0.28% to 0.48% in the Fidelity Blend portfolios, and 0.45% in the Stable Value Portfolio. 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.
Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account.
Arizona
Ranges from 0.26% to 0.34% in the age-based and static multi-fund portfolios, and 0.02% to 0.94% in the individual-fund portfolios
Arkansas
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
Arkansas
Ranges from 0.05% to 0.13% (portfolio weighted average) in the Year-to-Enrollment and Asset Allocation Portfolios, 0.03% to 0.49% in the Custom Portfolios, none for the Savings Portfolio.
California
Ranges from 0.09% to 0.35% for Active, ESG and Social Choice Portfolios,0.03% to 0.07% for Passive and Index Portfolios
Colorado
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
Not applicable, 0.02% - 0.04% included in the program management fee.
Ranges from 0.15% to 0.30% (portfolio weighted average) in the enrollment year and target allocation portfolios; 0.05% to 0.75% in the individual portfolios.
Not applicable, included in the program management fee.
Connecticut
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
CHET Advisor 529 College Savings Program
Connecticut
Ranges from 0.47% to 0.79% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.05 to 1.10% in the individual-fund portfolios.
Connecticut Higher Education Trust (CHET)
Connecticut
Ranges from 0.04% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, 0.28% to 0.48% in the Fidelity Blend portfolios and 0.45% in the Stable Value Portfolio. 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.
Delaware
Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, 0.28% to 0.48% in the Fidelity Blend portfolios, and 0.45% in the Stable Value Portfolio. 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.
Delaware
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
District of Columbia
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
District of Columbia
Ranges from 0.01% to 0.04% (portfolio weighted average) in the age-based portfolios, 0.02% to 0.44% in the individual-fund portfolios. None for the Principal Protected Portfolio.
Florida
0.05% to 0.09% in the Enrollment Year Portfolio, 0.05% to 0.18% for Static portfolios, and 0.02% to 0.74% in the Individual Options.
Hawaii
Ranges from 0.0371% to 0.04%, depending on the selected investment option; none for the Cash Option
Not applicable, 0.03% - 0.06% in the age-based and static blend options; .03% - 0.11% in the individual fund options
Not applicable, 0.02% - 0.04% and none for the Savings Portfolio
Ranges from 0.06% to 0.38% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.025% to 0.87% in the individual-fund portfolios; 0.035% to 0.12% in the individual fund ETF portfolios; and none for the Bank Savings 529 Portfolio.
Index Portfolios:
0.02% to 0.31% Age-Based & Static Portfolios (portfolio weighted average)
0.02% - 0.67% Individual Fund Portfolios
Multi-Firm Portfolios:
0.07% to 0.30% Age-Based & Static Portfolios (portfolio weighted average)
None for the Bank Savings
Ranges from 0.03% to 0.04% in the Year of Enrollment Option and from 0.02% to 0.50% in the Individual Portfolios (portfolio weighted average). None in the Savings Portfolio.
Ranges from 0.04% to 0.11% in the Year of Enrollment portfolio option and from 0.02% to 0.76% in the Individual portfolio options (portfolio weighted average). None for the Capital Preservation or Savings Portfolio.
Not applicable, interest rate on CD is tied to a formula. No fees associated with the Honors Savings Account.
Indiana
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
0.42% - 0.60% in the age-based and static options; 0.27% - 0.93% in the individual options.
Ranges from 0.18% to 0.50% in the age-based portfolios and 0.03% to 0.54% in the static portfolios (portfolio weighted averages). For the eight portfolios used in the index and index age-based track, an all-in fee of 0.25% includes the 0.20% program manager fee.
Kansas
Ranges from 0.32% to 0.88% in the age-based and static portfolios and 0.09% to 1.36% in the individual fund portfolios (portfolio weighted averages).
Louisiana
Ranges from 0.07% to 0.15%. The "Underlying Fund Expenses" are not charged directly to ABLE Accounts; however, the fee is deducted from the total funds invested in this equity investment and reduces the value of the ABLE Program units owned by the account owner.
Louisiana
None for the Principal Protection fund. Ranges from 0.11% - 0.14% for the Vanguard LifeStrategy funds (Age-Based options; none for Ages 16+), and from 0.02% to 0.08% for the Vanguard individual fund options.
Ranges from 0.05% to 0.49% (portfolio weighted average) in the Year of enrollment and static multi-fund portfolios, 0.10% to 0.25% in the Individual funds. None for the Principal Plus Portfolio and NextGen Savings Portfolio.
Ranges from 0.05% to 0.91% (portfolio weighted average) in the Year of enrollment and static multi-fund portfolios and from 0.07% to 0.90% in the individual-fund portfolios. None for the Principal Plus Portfolio and NextGen Savings Portfolio.
Ranges from 0.05 to 0.56% (portfolio weighted average).
Maryland
Ranges from 0.0463% to 0.0744%, depending on the selected investment option; none for the Cash Option.
Massachusetts
Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, and 0.28% to 0.48% in the Fidelity Blend portfolios. For the Money Market 0.18% annualized in the Fidelity Funds. 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.
Michigan
Ranges from 0.15% to 0.64% (portfolio weighted average) in the enrollment year, static, and multi-fund portfolios, and from 0.05% to 0.80% in the individual-fund portfolios. None for the Principal Plus Interest Portfolio.
0.02% - 0.14%. None for the Principal Plus Interest Option.
Minnesota College Savings Plan
Minnesota
Ranges from 0.02% to 0.06% in the Enrollment Year Investment Option and 0.03% to 0.18% in the Multi-fund and Single Fund Investment Options; none for the Principal Plus Interest Option.
Mississippi
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
Ranges from 0.04% to 0.13% (portfolio weighted average). None for the Guaranteed Option.
Montana
Ranges from 0.022% to 0.47% in the year-of enrollment and asset allocation portfolios; 0.30% in the individual portfolios; none for the Capital Preservation Portfolio.
Montana
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
Ranges from 0.04% to 0.18% (portfolio weighted average) in the age-based and static blend portfolios, and from 0.02% to 0.56% in the individual-fund portfolios.
Nebraska
Ranges from 0.04% to 0.05%, depending on the selected investment option. The checking option has no asset-based fees.
Ranges from 0.04% to 0.23% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.02% to 0.60% in the individual-fund portfolios, none for the Bank Savings option.
Ranges from 0.04% to 0.18% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.02% to 0.56% in the individual-fund portfolios. None for the Bank Savings option.
Nebraska
Ranges from 0.05% to 0.08% (portfolio weighted average) in the age-based options, from 0.05% to 0.18% in the static portfolios, none for the Bank Savings option.
Nevada
0.16% - 0.17% in the age based and static portfolios; 0.02% - 0.50% in the individual fund portfolios.
Nevada
Ranges from 0.57% to 0.77% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.16% to 1.05% in the individual fund portfolios.
Not applicable, 0.03% in the target enrollment portfolios; 0.03% to 0.04% in the static blend portfolios; and 0.01% to 0.31% in the individual portfolios.
Glide path fees range from 0.11% - 0.15%. Individual underlying portfolio fees range from 0.03% to 0.39%.
New Hampshire
Ranges from 0.47% to 0.79% (portfolio weighted average) in the age-based and static multi-fund portfolios, and from 0.05 to 1.10% in the individual-fund portfolios.
New Hampshire
Ranges from 0.02% to 0.05% annualized in the Fidelity index fund portfolios, from 0.30% to 0.78% annualized in the Fidelity funds portfolios, 0.28% to 0.48% in the Fidelity Blend portfolios, and 0.45% in the Stable Value Portfolio. 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.
Ranges from 0.20% to 0.26% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.03% to 0.75% in the individual-fund portfolios.
New Jersey
Ranges from 0.02% to 0.05%, depending on the investment option chosen; none for the Checking Option
NJBEST 529 College Savings Plan
New Jersey
Ranges from 0.20% to 0.24% (portfolio weighted average) in the age-based and objective-based portfolios, and from 0.03% to 0.75% in the individual-fund portfolios.
New Mexico
Ranges from 0.26% to 0.39% (portfolio weighted average) in the age-based and static portfolios, from 0.03% to 1.08% in the individual-fund portfolios. None for Capital Preservation Portfolio.
Ranges from 0.03% to 0.28% (portfolio weighted average) in the enrollment-based and static options, from 0.02% to 0.18% (portfolio weighted average) in the individual investment options. None for the Capital Preservation Portfolio.
Ranges from 0.28% to 0.42% (portfolio weighted average) in the age-based and static multi-fund portfolios, from 0.03% to 0.74% in the individual-fund portfolios.
Not applicable, included in the program management fee.
North Carolina
Vanguard Age-Based Options: Ranges from 0.04% to 0.06%
Vanguard Individual and Multi-fund Options: 0.04% to 0.09%
Federally-Insured Deposit Account: None
Age-based, year of enrollment and static portfolios: 0.03% to 0.04%
Individual fund portfolios: 0.02% to 0.31%
Fifth Third Bank options: None
Oklahoma
Ranges from 0.06% to 0.11% (portfolio weighted average) in the enrollment year portfolios, and from 0.05% to 0.32% in the static multi-fund portfolios. None in the Guaranteed Option.
Oklahoma
Ranges from 0.47% to 0.79% (portfolio weighted average) in the age-based and static portfolios, and from 0.05% to 1.10% in the individual-fund portfolios.
Oregon
Ranges from 0.0371% to 0.04%, depending on the selected investment option; none for the Cash Option
Oregon
Ranges from 0.0371% to 0.04%, depending on the selected investment option; none for the Cash Option
Ranges from 0.02% to 0.45% (portfolio weighted average). None for the FDIC-Insured Option.
CollegeBound 529 (Advisor-sold)
Rhode Island
Ranges from 0.19% to 0.41% in the age-based and target-risk portfolios (portfolio weighted average), and from 0.19% to 0.85% in the individual-fund portfolios.
CollegeBound Saver (Direct-sold)
Rhode Island
0.04% - 0.06% in the age-based options; 0.12% to 0.14% in the target-risk portfolios; and from 0.02% to 0.31% in the individual-fund portfolios.
Rhode Island
Ranges from 0.02% to 0.05%, depending on the selected investment option. None for the Checking Option
Future Scholar 529 College Savings Plan (Advisor-sold)
South Carolina
Ranges from 0.32% to 0.48% (portfolio weighted average) in the age-based and static portfolios, from 0.05% to 1.20% in the individual-fund portfolios. None for the Bank Deposit portfolio.
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
Ranges from 0.07% to 0.14% (portfolio weighted average) in the aged-based and target allocation portfolios, and from 0.02% to 0.24% in the individual-fund portfolios. None for the Bank Deposit Portfolio.
CollegeAccess 529 (Advisor-sold)
South Dakota
Ranges from 0.36% to 0.43% (portfolio weighted average) in the age-based, 0.31% to 0.40% in the static multi-fund portfolios, and 0.35% to 0.88% in the individual-fund portfolios.
CollegeAccess 529 (Direct-sold)
South Dakota
Ranges from 0.36% to 0.43% (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%.
TNStars College Savings 529 Program
Tennessee
Ranges from 0.044% to 0.050% in the age-based option; 0.03% to 0.65% in the individual options and money market 0.110%.
Texas
Ranges from 0.19% to 0.47% in the age-based and risk-based portfolios, and 0% to 1.12% in the individual asset class portfolios.
Utah
Target Enrollment Date options range from 0.034% to 0.038%, Static options range from 0.000% to 0.111%, and Customized options range from 0.000% to 0.323%.
0.04% to 0.09%; none for the Principal Plus Interest Option.
Virginia
Expenses of the underlying investments: Ranges from 0.02% to 0.14% (portfolio weighted average) in the age-based and static multi-fund portfolios. Other expenses range from 0.03% to 0.31%
Virginia
Asset management fees range from 0.02% to 0.329% (portfolio weighted average) in the age-based and static multi-fund portfolios, and 0% to 0.51% in the individual-fund portfolios.
DreamAhead College Investment Plan
Washington
Ranges from 0.030% to 0.63% (portfolio weighted average) in the enrollment-based portfolios: and 0.034% to 0.100% in the static portfolios.
Wisconsin
Ranges from 0.05% to 0.27% (portfolio weighted average) in the age-based and static multi-fund portfolios, 0.05% to 0.18% in the individual-fund portfolios (N/A for the Principal Plus Interest Portfolio). The CD option has no underlying expense beyond the management and state administration fee.
Wisconsin
Ranges from 0.40% to 0.59% (portfolio weighted average) in the age-based and static allocation portfolios and 0.05% to 1.00% in the single fund portfolios, none for the TIAA-CREF Principal Protection portfolio.