SOC 2 Type I and Type II Bundle: Cost Estimate

Bundling SOC 2 Type I and Type II into one engagement with a single auditor typically lands in the fifty thousand to one hundred thousand dollar all-in range for a Series B SaaS company with fifty-one to two hundred fifty employees and medium control complexity. Bundles save real money against running the two audits independently, but only when the auditor structures the engagement to reuse Type I evidence inside the Type II observation window.

What drives soc 2 type 1 and type 2 bundled cost engagements

The defining feature of a bundle is evidence reuse across two report deliverables. The auditor does one set of walkthroughs, one risk assessment, and one set of IT general controls testing, then issues a Type I report at the start of the observation period and a Type II report at the end. The internal team authors policies once, configures the platform once, and runs evidence collection across the entire window without resetting between reports. The cost driver is therefore not the number of reports but the duration and density of the observation window. Bundles with a three-month Type II window are cheaper than bundles with a twelve-month window because the latter requires more sampling cycles.

Typical line items for a bundled engagement

Four cost lines define the bundle stack. The auditor fee is the largest line and is typically fifteen to thirty percent lower than the sum of two stand-alone engagements would be, reflecting the genuine work-sharing across the two reports. The automation platform subscription is the same as it would be for any Type II at the same company size; the platform does not charge differently for bundles. Internal staff time is substantial across the entire window but spreads across more months, so the per-month load is similar to a Type II alone. Readiness consulting can appear at the front of the bundle if the team enters the engagement without a prior security audit history.

How to get a tighter estimate

Walk through our wizard prefilled for a SaaS company running a bundled Type I and Type II engagement. The wizard captures your target observation window, your company size, your control complexity self-assessment, and your tooling, then produces a personalized bundle range with a line-by-line breakdown that reflects the cost-sharing benefits and the longer total engagement window.

Where this scenario fits in the broader cost landscape

A bundled Type I and Type II engagement is the most common path for a SaaS company that needs both reports for sales motions but has not previously held a SOC 2 attestation. Companies that need only Type II often skip the bundle and go directly to a stand-alone Type II, which is cheaper than a bundle in absolute dollars because there is only one report. Companies that already have a Type I and now need Type II typically pay less than a fresh bundle would cost because their first Type I report carries forward into the Type II evidence base. The cheapest path overall is the one that matches your customers' actual procurement asks rather than a generic compliance plan; if buyers will accept Type I in year one, deferring Type II saves money in the near term.