Compare 529 Plans by Features

Plan

Total asset-based expense ratio

0.17% - 0.79%javascript:to_today('updated_479')

0.15% - 0.87%

0.53%; 0.39% for the Savings option

0.04% - 0.41%

Currently 0.71% due to waiver; not to exceed 0.99%

0.11% - 0.95%

DC College Savings Plan

District of Columbia

0.31% - 0.74%
Principal Protected Portfolio: 0.15%

0.02% - 0.74%

0.06% - 0.12%. None for the Principal Plus Interest Option.

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

KY Saves 529

Kentucky

0.20% - 0.80%; None for the Guaranteed Option.

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

0.10% - 0.95%

0.07% - 0.19%. None for the Principal Plus Interest Option.

0.12% to 0.28%. None for the Principal Plus Interest Option.

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

0.32% - 0.46%

0.10% - 0.95%

0.13% - 0.85%

NC 529 Plan

North Carolina

0.25% - 0.35%

0.48%

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

Oklahoma 529

Oklahoma

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

0.20% - 0.65%

0.1875% - 0.2875%

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

0.36% - 0.88%

0.31% - 0.52%

my529

Utah

0.134% - 0.138% for my529 Target Enrollment Date options. The Static Investment options range is 0.100% - 0.135%. 0.211% for the Stable Value option

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

Invest529

Virginia

0.0% - 0.559%

0.254% to 0.320%

SMART529 Select

West Virginia

0.52% - 0.62%

0.12% to 0.21%

Edvest 529

Wisconsin

0.10% - 0.33%; none for Principal Plus Interest Portfolio