529 PLANS

Compare by Features

Plan Enrollment or application fee: Account maintenance fee: Program management fees:
CollegeCounts 529 Fund
Alabama
None. None. 0.25% Enroll Now
Alaska 529
Alaska
None. None 0.05% Trust Fee; waived for the ACT Portfolio.
Enroll Now
T. Rowe Price College Savings Plan
Alaska
None. None 0.05% Trust Fee
Enroll Now
Arizona Family College Savings Program
Arizona
None. None. None Enroll Now
Fidelity Arizona College Savings Plan
Arizona
None. None. 0.09% for the Fidelity index fund options (includes 0.02% state fee); 0.20% for the Fidelity fund options (includes 0.045% state fee); 0.14% for the Fidelity Blend options (includes 0.04% state fee). For the Bank Deposit Portfolio, fees vary from 0.00% to 0.10% (including 0.05% state fee) based on the Federal Funds Target Rate. Enroll Now
GIFT College Investing Plan
Arkansas
None. $20 annually, waived for Arkansas residents. 0.48% manager fee; fee includes underlying fund expenses and a 0.07% fee to the state; 0.32% for the Savings Portfolio Plan Details
ScholarShare 529
California
None. None. 0.08% (includes 0.05% state fee); 0.03% for Passive and Single Fund Portfolios (no state fee); None for the Principal Plus Interest Portfolio. Plan Details
Direct Portfolio College Savings Plan
Colorado
None. $20 for accounts with less than $10,000, waived for Colorado residents and for accounts opting to receive all documents electronically. 0.34% manager fee; fee includes underlying fund expenses and a 0.06% fee to the state.
CollegeInvest may charge an administrative fee of up to 0.10%. CollegeInvest will periodically reevaluate the 0.06% administrative fee rate and raise or lower it not to exceed 0.10%.
Enroll Now
Smart Choice College Savings Plan
Colorado
None. None. None. (FirstBank pays Colorado CollegeInvest an administrative fee of 0.10% of assets.) Plan Details
Stable Value Plus College Savings Program
Colorado
None. None. 0.99% administrative fee to the state (0.28% of this fee waived as of January 2019). Plan Details
Connecticut Higher Education Trust (CHET)
Connecticut
None. None. 0.12% manager fee and a 0.01% fee to the state. None for the Principal Plus Interest option; currently waived for the Money Market Option. Plan Details
Delaware College Investment Plan
Delaware
None. None. 0.09% for the Fidelity index fund options (includes 0.01% state fee); 0.20% for the Fidelity fund options (includes 0.05% state fee); 0.14% for the Fidelity Blend options (includes 0.04% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate. Enroll Now
DC College Savings Plan
District of Columbia
None $15, reduced to $10 for DC residents, waived for accounts with a balance of $15,000 or more. 0.30% management fee (0.15% for Principal Protected Portfolio), including 0.05% administrative fee to D.C. Enroll Now
Florida 529 Savings Plan
Florida
None. None. None Enroll Now
Path2College 529 Plan
Georgia
None. None. 0.07% manager fee plus 0.06% state fee. Manager fee subject to breakpoints (0.06% when assets equal or exceed $4.0 billion). Manager and state fees do not apply to the Guaranteed Option. Enroll Now
Hawaii's College Savings Program
Hawaii
None. $20 annually; none for account owners who are Hawaii residents. 0.55% manager fee Enroll Now
Idaho College Savings Program (IDeal)
Idaho
None. $20 annually unless either the account owner or beneficiary is a resident of Idaho. 0.40% to 0.41% program manager fee; 0.29% for Savings Portfolio; plus 0.05% administrative fee to the state Enroll Now
Bright Start Direct-Sold College Savings Program
Illinois
None. None. 0.11% (includes 0.03% state administrative fee).
Index Portfolios: 0.08% (no state administrative fee).
No state administrative fee for the Vanguard Federal Money Market 529 portfolio.
Enroll Now
CollegeChoice 529 Direct Savings Plan
Indiana
None. $20 annually, waived for Indiana residents or beneficiaries and for accounts with $25,000. 0.33% in the Year of Enrollment Option; 0.18% in the Individual Portfolios and Savings Portfolio. Enroll Now
CollegeChoice CD 529 Savings Plan
Indiana
None. None. None. Enroll Now
College Savings Iowa
Iowa
None. None. 0.20% manager fee; fee includes underlying fund expenses. Enroll Now
Learning Quest 529 Education Savings Program (Direct-sold)
Kansas
None. None. 0.20% manager fee (waived for the Cash and Cash Equivalents portfolio) Enroll Now
Schwab 529 College Savings Plan
Kansas
None. None. 0.20% manager fee for the actively manged options Plan Details
KY Saves 529
Kentucky
None. None. 0.36% manager fee for the Year of Enrollment Options; 0.40% manager fee for the Asset Allocation Options; 0.20% for the Capital Preservation Option; none for the Guaranteed Option. Enroll Now
START Saving Program
Louisiana
None. None. None Plan Details
NextGen 529 -- Client Direct Series
Maine
None. None None for the BlackRock Age-Based and NextGen Savings Portfolio; 0.07% for the BlackRock Equity Index Portfolio (no state fee), 0.12% for the iShares portfolios (no state administrative fee), and 0.15% for the Principal Plus Portfolio. Enroll Now
Maryland 529 -- Maryland Senator Edward J. Kasemeyer College Investment Plan
Maryland
None None 0.05% Trust Fee Plan Details
U.Fund College Investing Plan
Massachusetts
None. None. 0.09% for the index fund options (includes 0.045% state fee); 0.20% for the Fidelity fund options (includes 0.10% state fee); 0.14% for the Fidelity Blend fund options (includes 0.07% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate. Enroll Now
Michigan Education Savings Program (MESP)
Michigan
None. None. 0.02% manager fee plus 0.05% state fee. No fee for the Principal Plus Interest Option. Plan Details
Minnesota College Savings Plan
Minnesota
None. None. 0.14% manager fee plus 0.0025% state fee. Manager fee and state fee do not apply to the Principal Plus Interest Option. Plan Details
Mississippi Affordable College Savings (MACS) Program
Mississippi
None. $20 for account owners who have not elected to receive plan documents by electronic delivery 0.60% manager fee; 0.59% for the Managed Allocation Age Band 18+ option; no fee for the Guaranteed Option. Plan Details
MOST - Missouri's 529 College Savings Plan (Direct-sold)
Missouri
None None 0.15% - 0.21% Enroll Now
Achieve Montana
Montana
None. $25 annually, waived for accounts with a Montana resident as beneficiary and for accounts with balances of $25,000 or more and for account with automatic bank deposits or by payroll deduction. 0.52%; 0.47% for the Capital Preservation option, plus 0.20% administrative fee ( none for the Capital Preservation option) Plan Details
Montana Family Education Savings Program -- Bank Plan
Montana
None. None. None Plan Details
Nebraska Education Savings Trust -- Direct College Savings Plan
Nebraska
None. None 0.25% manager fee and a 0.02% fee to the state; 0.18% manager fee and 0.02% state fee for the Bank Savings option. Enroll Now
TD Ameritrade 529 College Savings Plan
Nebraska
None. None. 0.25% manager fee, plus a sub-administration fee of 0.19% and a 0.03% fee to the state. Plan Details
SSGA Upromise 529 Plan
Nevada
None. $20 annually, waived if either the account owner or beneficiary is a resident of Nevada or if the account owner is invested in the Savings Portfolio at the time the annual fee is assessed. 0.22% manager fee (0.27% for Savings Portfolio) plus state fee of 0.02% and tactical asset allocation fee of 0.07% for risk-based and age-based portfolios. Plan Details
The Vanguard 529 College Savings Plan
Nevada
None. None 0.11% to 0.19% Plan Details
USAA 529 College Savings Plan
Nevada
None. $10 annual minimum balance fee for accounts with a balance of less than $1,000 that do not have automatic deposit; waived for Nevada residents. 0.12% Plan Details
UNIQUE College Investing Plan
New Hampshire
None. None. 0.09% for the index fund options (includes 0.05% state fee); 0.20% for the Fidelity fund options (includes 0.10% state fee); 0.14% for the Fidelity Blend options (includes 0.07% state fee). For the Bank Deposit Portfolio, there is a 0.10% Program Management Fee (includes 0.05% state fee) and is based on the Federal Funds Target Rate. Enroll Now
NJBEST 529 College Savings Plan
New Jersey
None. None. 0.10% manager fee Plan Details
The Education Plan's College Savings Program
New Mexico
None. None 0.10% management fee (includes 0.05% fee to the state) Enroll Now
New York's 529 College Savings Program -- Direct Plan
New York
None. None. 0.13% manager fee; fee includes underlying fund expenses. Enroll Now
NC 529 Plan
North Carolina
None. A $1.50/month ($18.00/year) fee is assessed per Account for paper delivery of statements and confirmations. This fee is waived if the Participant elects to receive electronic delivery. 0.25% Enroll Now
College SAVE (Direct)
North Dakota
None. $20 annually, waived for North Dakota residents. 0.50% to 0.51% (including 0.10% fee to the state) Enroll Now
Ohios 529 Plan, CollegeAdvantage
Ohio
None. None. 0.13% manager fee plus 0.02% fee to the state.

Fifth Third options: No fees.

Plan Details
Oklahoma College Savings Plan
Oklahoma
None. None. 0.30% manager fee. No fee for the Guaranteed Option. Plan Details
Oregon College Savings Plan
Oregon
None. None. 0.25% state administrative fee Plan Details
Pennsylvania 529 Investment Plan
Pennsylvania
None. $10 annually, waived for accounts that have elected electronic delivery of all documents. 0.205%, consisting of 0.07% fee to the Commonwealth and 0.135% combined fee to Upromise and Vanguard Plan Details
CollegeBound Saver (Direct-sold)
Rhode Island
None. None. 0.25%; none for Rhode Island residents Enroll Now
Future Scholar 529 College Savings Plan (Direct-sold)
South Carolina
None. None. None Enroll Now
CollegeAccess 529 (Direct-sold)
South Dakota
None. None. None Enroll Now
TNStars College Savings 529 Program
Tennessee
None None 0.20%; none for the interest bearing account Plan Details
Texas College Savings Plan
Texas
None. None. 0.535% manager fee (plus 0.0843% state administrative fee); no administrative fee for index portfolios. Enroll Now
my529
Utah
None. None Ranges from 0.10% to 0.18% Plan Details
Vermont Higher Education Investment Plan
Vermont
None. A $10 mail delivery fee is charged annually, waived for accounts that have elected electronic delivery of all documents. Plan management fee ranges from 0.27% - 0.30%; administrative fee of 0.05% for each portfolio. Plan Details
Invest529
Virginia
Effective May 1, 2014, VA529 no longer charges an application fee for this program if application is submitted online. None. 0.10% manager fee. Enroll Now
DreamAhead College Investment Plan
Washington
None $35 annually 0.12% manager fee and a 0.10% administrative fee to the state Enroll Now
SMART529 Select
West Virginia
None. $25 annually, deducted at end of each year. Waived for accounts over $25,000, for WV residents, and for accounts in the automatic investment program. 0.40% management fee (includes 0.05% to the state). Plan Details
SMART529 WV Direct College Savings Plan
West Virginia
None. None. 0.08%. Plan Details
Edvest
Wisconsin
None. None. 0.08% management fee. The state administrative fee of 0.10% is currently being waived. The management and state fees do not apply to the Principal Plus Interest Portfolio. Plan Details
 

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